-6.7%
UNH vs PDD
-1.2%
-5.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.1% | +0.7% | -0.4% |
| 7D | -3.2% | +5.6% | -8.8% | -3.2% |
| 30D | +4.8% | +5.8% | -0.9% | +4.8% |
| 3M | -1.8% | -8.6% | +6.8% | -1.8% |
| 6M | +8.6% | -18.8% | +27.4% | +8.7% |
| YTD | +21.8% | -26.8% | +48.5% | +21.9% |
| 1Y | +25.8% | -39.3% | +65.1% | +26.2% |
| 3Y | -21.3% | -22.5% | +1.2% | -21.3% |
| All | -6.7% | -1.2% | -5.5% | -3.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling