+3,110.8%
URI vs PODD
+761.8%
+2,349.0%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -6.2% | +7.3% | +3.0% |
| 7D | -9.8% | -2.1% | -7.7% | -9.4% |
| 30D | +1.7% | +9.0% | -7.3% | -1.2% |
| 3M | -9.1% | +5.2% | -14.2% | -11.0% |
| 6M | +9.9% | -3.2% | +13.0% | +8.0% |
| YTD | +31.2% | -48.5% | +79.7% | +55.4% |
| 1Y | +25.9% | -54.7% | +80.6% | +54.9% |
| 3Y | +147.4% | -7.8% | +155.2% | +132.9% |
| 5Y | +179.7% | -52.4% | +232.2% | +207.6% |
| 10Y | +1,419.5% | +315.9% | +1,103.7% | +601.4% |
| All | +3,110.8% | +761.8% | +2,349.0% | +582.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling