+50.0%
UNP vs PODD
-53.4%
+103.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.5% | +3.1% | -0.1% |
| 7D | -0.7% | -4.1% | +3.4% | -0.4% |
| 30D | -1.1% | +0.8% | -1.9% | -1.3% |
| 3M | +7.9% | -6.1% | +14.0% | +8.0% |
| 6M | +14.6% | -40.0% | +54.6% | +19.5% |
| YTD | +26.6% | -49.9% | +76.5% | +34.2% |
| 1Y | +35.6% | -59.3% | +94.9% | +46.5% |
| 3Y | +45.5% | -17.2% | +62.7% | +44.4% |
| 5Y | +50.0% | -53.0% | +103.0% | +55.9% |
| All | +50.0% | -53.4% | +103.4% | +55.9% |
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