+2.9%
UNH vs PDD
-22.7%
+25.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.7% | -1.0% |
| 7D | +1.1% | -4.1% | +5.1% | +1.1% |
| 30D | -3.8% | -9.6% | +5.8% | -3.7% |
| 3M | +0.7% | -4.3% | +5.0% | +0.7% |
| 6M | +37.9% | -18.8% | +56.6% | +38.0% |
| YTD | +21.9% | -27.5% | +49.4% | +22.2% |
| 1Y | +31.4% | -33.6% | +65.0% | +31.7% |
| 3Y | -11.4% | -20.4% | +9.0% | -11.4% |
| All | +2.9% | -22.7% | +25.6% | +8.3% |
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