+240.3%
UMC vs PODD
-60.9%
+301.2%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.0% | +4.4% | +2.0% |
| 7D | +9.0% | -10.5% | +19.5% | +6.7% |
| 30D | +17.2% | -9.0% | +26.3% | +15.4% |
| 3M | +11.4% | -11.5% | +23.0% | +10.6% |
| 6M | +137.5% | -44.7% | +182.3% | +142.0% |
| YTD | +193.1% | -53.6% | +246.7% | +207.0% |
| 1Y | +240.3% | -61.0% | +301.3% | +264.4% |
| All | +240.3% | -60.9% | +301.2% | +264.4% |
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