+279.5%
UNP vs PODD
+229.6%
+49.8%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.3% | +2.7% | +0.7% |
| 7D | -1.2% | -10.6% | +9.4% | +0.3% |
| 30D | -2.0% | -6.9% | +5.0% | -1.1% |
| 3M | +7.5% | -10.6% | +18.2% | +8.5% |
| 6M | +15.3% | -43.5% | +58.8% | +23.2% |
| YTD | +25.4% | -52.6% | +78.0% | +37.1% |
| 1Y | +35.6% | -60.1% | +95.7% | +51.5% |
| 3Y | +44.1% | -21.7% | +65.8% | +43.0% |
| 5Y | +54.0% | -54.6% | +108.5% | +61.6% |
| All | +279.5% | +229.6% | +49.8% | +211.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling