+137.5%
UMC vs PODD
-55.6%
+193.1%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.3% | -0.2% | -2.1% |
| 7D | +11.4% | -10.6% | +21.9% | +13.2% |
| 30D | +16.8% | -6.9% | +23.7% | +17.8% |
| 3M | +19.1% | -10.6% | +29.7% | +19.6% |
| 6M | +137.4% | -43.5% | +180.9% | +161.2% |
| YTD | +186.4% | -52.6% | +239.0% | +228.3% |
| 1Y | +229.1% | -60.1% | +289.2% | +291.5% |
| 3Y | +257.9% | -21.7% | +279.5% | +242.5% |
| 5Y | +137.5% | -54.6% | +192.1% | +157.5% |
| All | +137.5% | -55.6% | +193.1% | +157.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling