+855.4%
PODD vs UTHR
+1,701.0%
-845.6%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.4% | +2.5% | +2.2% |
| 7D | +4.1% | +5.2% | -1.1% | +2.6% |
| 30D | +13.9% | +9.5% | +4.4% | +11.1% |
| 3M | +4.1% | +17.9% | -13.8% | -1.1% |
| 6M | +2.4% | +2.0% | +0.4% | +1.3% |
| YTD | -46.4% | +21.3% | -67.7% | -50.1% |
| 1Y | -54.2% | +27.9% | -82.0% | -58.0% |
| 3Y | -6.9% | +162.3% | -169.2% | -34.9% |
| 5Y | -51.6% | +190.7% | -242.3% | -68.0% |
| 10Y | +329.3% | +365.5% | -36.2% | +124.5% |
| All | +855.4% | +1,701.0% | -845.6% | +190.7% |
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