+76.8%
UNH vs PDD
+210.2%
-133.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.7% | -1.0% |
| 7D | +1.1% | -4.1% | +5.1% | +1.2% |
| 30D | -3.8% | -9.6% | +5.8% | -3.5% |
| 3M | +0.7% | -4.3% | +5.0% | +0.8% |
| 6M | +37.9% | -18.8% | +56.6% | +38.5% |
| YTD | +21.9% | -27.5% | +49.4% | +22.9% |
| 1Y | +31.4% | -33.6% | +65.0% | +32.7% |
| 3Y | -11.4% | -20.4% | +9.0% | -11.7% |
| 5Y | +2.5% | -19.6% | +22.1% | +0.7% |
| All | +76.8% | +210.2% | -133.4% | +48.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling