+890.9%
UNH vs PODD
+736.9%
+153.9%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.5% | +4.5% | +1.4% |
| 7D | +1.1% | -4.1% | +5.3% | +1.7% |
| 30D | -1.5% | +0.8% | -2.3% | -1.7% |
| 3M | -0.8% | -6.1% | +5.2% | -0.6% |
| 6M | +41.8% | -40.0% | +81.8% | +51.0% |
| YTD | +23.1% | -49.9% | +73.0% | +34.6% |
| 1Y | +28.5% | -59.3% | +87.8% | +44.6% |
| 3Y | -11.8% | -17.2% | +5.5% | -13.0% |
| 5Y | +5.3% | -53.0% | +58.3% | +10.2% |
| 10Y | +247.4% | +226.1% | +21.3% | +157.1% |
| All | +890.9% | +736.9% | +153.9% | +422.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling