+207.2%
UMC vs PODD
-57.0%
+264.2%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -2.1% | +6.6% | +4.2% |
| 7D | +5.0% | +1.6% | +3.3% | +5.3% |
| 30D | +7.7% | +10.7% | -3.0% | +9.8% |
| 3M | +1.7% | +0.7% | +0.9% | +3.5% |
| 6M | +113.9% | -39.3% | +153.2% | +122.9% |
| YTD | +168.9% | -48.1% | +217.0% | +187.3% |
| 1Y | +207.2% | -57.4% | +264.6% | +233.8% |
| All | +207.2% | -57.0% | +264.2% | +233.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded PODD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling