+98.3%
USB vs PODD
-22.7%
+121.0%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.1% | +1.8% | 0.0% |
| 7D | +1.4% | +1.6% | -0.2% | +1.2% |
| 30D | -1.3% | +10.7% | -12.0% | -2.8% |
| 3M | +15.2% | +0.7% | +14.5% | +14.2% |
| 6M | +18.8% | -39.3% | +58.1% | +27.3% |
| YTD | +21.0% | -48.1% | +69.1% | +33.0% |
| 1Y | +34.0% | -57.4% | +91.5% | +51.8% |
| All | +98.3% | -22.7% | +121.0% | +85.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling