-54.4%
PODD vs UTHR
+140.7%
-195.1%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.8% | -4.8% | -3.3% |
| 7D | -6.9% | +3.0% | -9.9% | -7.3% |
| 30D | -3.5% | -4.3% | +0.9% | -2.9% |
| 3M | -13.6% | -8.4% | -5.2% | -12.6% |
| 6M | -42.6% | -4.2% | -38.4% | -42.5% |
| YTD | -51.5% | +4.0% | -55.5% | -52.1% |
| 1Y | -60.9% | +25.5% | -86.4% | -62.5% |
| 3Y | -19.8% | +125.1% | -144.9% | -33.6% |
| 5Y | -54.4% | +140.3% | -194.7% | -64.0% |
| All | -54.4% | +140.7% | -195.1% | -64.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling