+1,368.8%
UNP vs PODD
+767.5%
+601.3%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.1% | +2.2% | +0.5% |
| 7D | -5.3% | +1.6% | -7.0% | -5.6% |
| 30D | -1.5% | +10.7% | -12.2% | -3.2% |
| 3M | +10.3% | +0.7% | +9.5% | +9.4% |
| 6M | +9.7% | -39.3% | +48.9% | +17.2% |
| YTD | +27.1% | -48.1% | +75.2% | +39.1% |
| 1Y | +32.6% | -57.4% | +90.0% | +49.3% |
| 3Y | +40.0% | -23.3% | +63.2% | +39.6% |
| 5Y | +50.8% | -51.3% | +102.1% | +57.1% |
| 10Y | +278.6% | +242.0% | +36.6% | +168.3% |
| All | +1,368.8% | +767.5% | +601.3% | +633.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling