+227.3%
USB vs PODD
+870.7%
-643.4%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +6.6% | -4.7% | +0.6% |
| 7D | +2.4% | +10.8% | -8.4% | +0.2% |
| 30D | +6.6% | +21.7% | -15.1% | +2.3% |
| 3M | -4.1% | -1.1% | -3.0% | -4.7% |
| 6M | +12.5% | -3.7% | +16.2% | +11.7% |
| YTD | +17.6% | -41.9% | +59.6% | +29.1% |
| 1Y | +36.5% | -48.5% | +85.0% | +53.2% |
| 3Y | +95.4% | +1.5% | +93.9% | +85.5% |
| 5Y | +26.1% | -45.3% | +71.4% | +30.7% |
| 10Y | +101.3% | +368.4% | -267.1% | +17.0% |
| All | +227.3% | +870.7% | -643.4% | +3.8% |
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