+1,433.9%
UNP vs PODD
+796.9%
+636.9%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.1% | -2.7% | -0.9% |
| 7D | +4.2% | +4.1% | +0.2% | +3.6% |
| 30D | +5.6% | +13.9% | -8.3% | +3.4% |
| 3M | +2.0% | +4.1% | -2.1% | +1.2% |
| 6M | +15.4% | +2.4% | +13.0% | +13.9% |
| YTD | +32.7% | -46.4% | +79.1% | +44.3% |
| 1Y | +39.4% | -54.2% | +93.6% | +55.2% |
| 3Y | +54.3% | -6.9% | +61.2% | +49.8% |
| 5Y | +39.6% | -51.6% | +91.2% | +45.7% |
| 10Y | +288.9% | +329.3% | -40.4% | +166.3% |
| All | +1,433.9% | +796.9% | +636.9% | +661.3% |
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