-6.9%
PODD vs UTHR
+166.1%
-173.0%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.4% | +2.5% | +2.2% |
| 7D | +4.1% | +5.2% | -1.1% | +3.7% |
| 30D | +13.9% | +9.5% | +4.4% | +13.2% |
| 3M | +4.1% | +17.9% | -13.8% | +3.0% |
| 6M | +2.4% | +2.0% | +0.4% | +2.3% |
| YTD | -46.4% | +21.3% | -67.7% | -47.3% |
| 1Y | -54.2% | +27.9% | -82.0% | -55.1% |
| 3Y | -6.9% | +162.3% | -169.2% | -13.6% |
| All | -6.9% | +166.1% | -173.0% | -13.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling