+195.9%
PDD vs UTHR
+378.8%
-182.9%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.2% | -1.7% | -0.7% |
| 7D | -3.8% | -2.1% | -1.7% | -3.5% |
| 30D | -2.4% | +8.3% | -10.6% | -4.0% |
| 3M | -12.7% | +15.5% | -28.2% | -15.4% |
| 6M | -20.0% | +4.5% | -24.6% | -21.1% |
| YTD | -30.3% | +22.2% | -52.6% | -33.6% |
| 1Y | -42.4% | +29.7% | -72.1% | -45.8% |
| 3Y | -27.5% | +167.3% | -194.8% | -45.4% |
| 5Y | -14.9% | +196.5% | -211.4% | -39.1% |
| All | +195.9% | +378.8% | -182.9% | +75.0% |
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