+216.1%
UNH vs PODD
+324.4%
-108.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.1% | -1.6% | +0.3% |
| 7D | +3.4% | +4.1% | -0.7% | +2.8% |
| 30D | +3.0% | +13.9% | -10.9% | +1.2% |
| 3M | +2.7% | +4.1% | -1.4% | +2.0% |
| 6M | +2.8% | +2.4% | +0.3% | +1.6% |
| YTD | +25.9% | -46.4% | +72.2% | +35.7% |
| 1Y | +25.8% | -54.2% | +80.0% | +38.5% |
| 3Y | -20.0% | -6.9% | -13.2% | -22.3% |
| 5Y | -2.8% | -51.6% | +48.7% | +1.9% |
| All | +216.1% | +324.4% | -108.3% | +174.5% |
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