+263.0%
UMC vs PODD
-21.1%
+284.1%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -3.1% | +7.1% | +4.1% |
| 7D | +13.6% | -6.9% | +20.5% | +13.8% |
| 30D | +20.8% | -3.5% | +24.2% | +20.8% |
| 3M | +16.1% | -13.6% | +29.7% | +16.6% |
| 6M | +137.3% | -42.6% | +179.9% | +151.5% |
| YTD | +193.8% | -51.5% | +245.2% | +219.7% |
| 1Y | +236.1% | -60.9% | +297.0% | +278.0% |
| All | +263.0% | -21.1% | +284.1% | +248.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling