+5.5%
URI vs PODD
-57.0%
+62.6%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.1% | +3.7% | +1.6% |
| 7D | -2.0% | +1.6% | -3.6% | -2.0% |
| 30D | -12.9% | +10.7% | -23.6% | -13.1% |
| 3M | -6.7% | +0.7% | -7.5% | -7.3% |
| 6M | +19.0% | -39.3% | +58.3% | +25.9% |
| YTD | +25.5% | -48.1% | +73.6% | +36.6% |
| 1Y | +5.5% | -57.4% | +63.0% | +19.4% |
| All | +5.5% | -57.0% | +62.6% | +19.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling