+228.4%
UNH vs PODD
+223.0%
+5.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.0% | -0.3% | -2.1% |
| 7D | -4.5% | -10.5% | +6.0% | -3.1% |
| 30D | -6.5% | -9.0% | +2.5% | -5.4% |
| 3M | -6.0% | -11.5% | +5.6% | -5.1% |
| 6M | +33.7% | -44.7% | +78.4% | +43.4% |
| YTD | +16.4% | -53.6% | +70.0% | +28.0% |
| 1Y | +10.1% | -61.0% | +71.0% | +23.8% |
| 3Y | -16.3% | -24.7% | +8.4% | -16.5% |
| 5Y | +2.1% | -55.5% | +57.6% | +7.9% |
| All | +228.4% | +223.0% | +5.4% | +183.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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