+2,971.8%
URI vs PODD
+767.5%
+2,204.3%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.1% | +3.7% | +2.2% |
| 7D | -2.0% | +1.6% | -3.6% | -2.5% |
| 30D | -12.9% | +10.7% | -23.6% | -15.9% |
| 3M | -6.7% | +0.7% | -7.5% | -8.7% |
| 6M | +19.0% | -39.3% | +58.3% | +34.8% |
| YTD | +25.5% | -48.1% | +73.6% | +48.9% |
| 1Y | +5.5% | -57.4% | +63.0% | +32.7% |
| 3Y | +111.3% | -23.3% | +134.6% | +110.0% |
| 5Y | +198.6% | -51.3% | +249.8% | +226.3% |
| 10Y | +1,179.9% | +242.0% | +937.9% | +529.4% |
| All | +2,971.8% | +767.5% | +2,204.3% | +554.3% |
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