+35.7%
URI vs PODD
-53.4%
+89.1%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.3% | +2.8% | +4.1% |
| 7D | +2.4% | -9.1% | +11.5% | +2.7% |
| 30D | +8.9% | +7.3% | +1.6% | +8.8% |
| 3M | +0.8% | +3.7% | -2.9% | +0.8% |
| 6M | +23.1% | -2.7% | +25.8% | +22.7% |
| YTD | +43.1% | -47.2% | +90.3% | +55.7% |
| 1Y | +35.7% | -54.0% | +89.7% | +53.6% |
| All | +35.7% | -53.4% | +89.1% | +53.6% |
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