+1,218.8%
URI vs PODD
+324.2%
+894.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +2.3% | +4.6% | +6.4% |
| 7D | -4.0% | -2.5% | -1.5% | -3.6% |
| 30D | +6.8% | +10.7% | -3.9% | +4.3% |
| 3M | -2.8% | +6.1% | -8.9% | -4.4% |
| 6M | +20.9% | -2.8% | +23.7% | +19.6% |
| YTD | +40.2% | -47.3% | +87.5% | +58.9% |
| 1Y | +34.1% | -53.2% | +87.2% | +56.0% |
| 3Y | +164.1% | -2.0% | +166.2% | +150.1% |
| 5Y | +199.3% | -52.9% | +252.3% | +226.4% |
| 10Y | +1,218.8% | +321.1% | +897.8% | +855.2% |
| All | +1,218.8% | +324.2% | +894.7% | +855.2% |
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