+91.7%
USB vs PODD
+308.0%
-216.3%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -6.2% | +5.7% | +0.4% |
| 7D | 0.0% | -2.1% | +2.1% | +0.3% |
| 30D | +5.8% | +9.0% | -3.2% | +4.5% |
| 3M | -6.0% | +5.2% | -11.1% | -6.8% |
| 6M | +7.8% | -3.2% | +10.9% | +7.3% |
| YTD | +14.6% | -48.5% | +63.0% | +24.5% |
| 1Y | +31.8% | -54.7% | +86.5% | +45.7% |
| 3Y | +91.5% | -7.8% | +99.3% | +88.1% |
| 5Y | +22.0% | -52.4% | +74.5% | +28.2% |
| All | +91.7% | +308.0% | -216.3% | +60.6% |
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 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