+43.3%
UPS vs PODD
+315.5%
-272.2%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.8% |
| 7D | -0.6% | -4.4% | +3.8% | 0.0% |
| 30D | +16.4% | +8.1% | +8.4% | +15.2% |
| 3M | +7.9% | +2.9% | +5.0% | +7.4% |
| 6M | +15.8% | -5.7% | +21.6% | +15.9% |
| YTD | +16.6% | -47.5% | +64.0% | +26.3% |
| 1Y | +22.3% | -55.7% | +78.0% | +35.6% |
| 3Y | -6.2% | -3.7% | -2.5% | -9.2% |
| 5Y | -34.4% | -52.6% | +18.2% | -31.3% |
| All | +43.3% | +315.5% | -272.2% | +14.4% |
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