+92.7%
USB vs PODD
+334.8%
-242.1%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -5.4% | +3.3% | -1.3% |
| 7D | -1.5% | +2.4% | -3.8% | -1.8% |
| 30D | +4.3% | +15.9% | -11.6% | +2.1% |
| 3M | -6.1% | +17.2% | -23.2% | -8.3% |
| 6M | +9.4% | -6.8% | +16.2% | +9.5% |
| YTD | +15.2% | -45.1% | +60.2% | +24.1% |
| 1Y | +32.8% | -50.3% | +83.1% | +44.9% |
| 3Y | +91.3% | -4.0% | +95.3% | +86.9% |
| 5Y | +22.7% | -49.3% | +72.0% | +27.7% |
| All | +92.7% | +334.8% | -242.1% | +60.0% |
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