+77.6%
UMC vs PODD
-51.4%
+129.0%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.1% | -4.4% | -2.6% |
| 7D | +11.2% | +4.1% | +7.1% | +10.5% |
| 30D | -28.0% | +13.9% | -41.9% | -29.4% |
| 3M | -20.5% | +4.1% | -24.7% | -21.2% |
| 6M | -1.6% | +2.4% | -4.0% | -3.5% |
| YTD | +99.4% | -46.4% | +145.7% | +124.3% |
| 1Y | +120.4% | -54.2% | +174.6% | +157.0% |
| 3Y | +134.2% | -6.9% | +141.1% | +117.9% |
| All | +77.6% | -51.4% | +129.0% | +93.0% |
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