+81.5%
UNH vs PDD
+199.6%
-118.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.4% | +3.3% | +1.9% |
| 7D | +0.2% | -1.0% | +1.1% | +0.2% |
| 30D | +6.8% | -2.4% | +9.2% | +6.9% |
| 3M | -0.3% | -14.6% | +14.3% | +0.1% |
| 6M | +7.9% | -19.6% | +27.5% | +8.4% |
| YTD | +25.1% | -30.0% | +55.1% | +26.2% |
| 1Y | +29.3% | -42.5% | +71.9% | +31.2% |
| 3Y | -20.3% | -27.2% | +6.9% | -20.3% |
| 5Y | -3.6% | -8.2% | +4.6% | -5.9% |
| All | +81.5% | +199.6% | -118.2% | +52.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PDD.
Daily Out/Under-Performance
Portfolio return minus PDD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PDD 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 10y: compounded portfolio wealth divided by compounded PDD 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…
10y analysis · Full analysis span regression · 6 months rolling