+211.0%
PDD vs UTHR
+351.7%
-140.8%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -1.0% |
| 7D | +5.6% | -6.1% | +11.8% | +6.8% |
| 30D | +5.8% | +3.1% | +2.6% | +5.0% |
| 3M | -8.6% | +5.5% | -14.1% | -9.9% |
| 6M | -18.8% | -5.8% | -13.0% | -18.3% |
| YTD | -26.8% | +15.3% | -42.1% | -29.5% |
| 1Y | -39.3% | +23.8% | -63.1% | -42.4% |
| 3Y | -22.5% | +146.3% | -168.8% | -40.6% |
| 5Y | -0.8% | +177.8% | -178.6% | -28.0% |
| All | +211.0% | +351.7% | -140.8% | +86.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UTHR.
Daily Out/Under-Performance
Portfolio return minus UTHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UTHR 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 UTHR 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