+1,442.8%
UNP vs PODD
+778.2%
+664.6%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +0.8% |
| 7D | +2.1% | -4.4% | +6.5% | +2.8% |
| 30D | +7.7% | +8.1% | -0.3% | +6.4% |
| 3M | +4.0% | +2.9% | +1.1% | +3.4% |
| 6M | +15.7% | -5.7% | +21.4% | +15.7% |
| YTD | +33.5% | -47.5% | +81.0% | +45.6% |
| 1Y | +38.9% | -55.7% | +94.6% | +55.5% |
| 3Y | +53.7% | -3.7% | +57.4% | +48.3% |
| 5Y | +40.4% | -52.6% | +93.0% | +47.0% |
| 10Y | +291.1% | +320.3% | -29.2% | +168.8% |
| All | +1,442.8% | +778.2% | +664.6% | +668.3% |
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