+204.5%
URI vs PODD
-51.4%
+255.9%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.1% | -3.4% | -1.7% |
| 7D | +6.7% | +4.1% | +2.6% | +5.9% |
| 30D | +8.9% | +13.9% | -5.0% | +6.0% |
| 3M | +0.5% | +4.1% | -3.6% | -0.6% |
| 6M | +20.7% | +2.4% | +18.2% | +18.2% |
| YTD | +40.0% | -46.4% | +86.4% | +57.9% |
| 1Y | +34.4% | -54.2% | +88.6% | +57.1% |
| 3Y | +149.5% | -6.9% | +156.3% | +139.3% |
| All | +204.5% | -51.4% | +255.9% | +248.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling