+3,722.6%
PANW vs UNH
+790.6%
+2,931.9%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.2% | +2.2% | +1.4% |
| 7D | +2.0% | -3.2% | +5.1% | +2.9% |
| 30D | -11.8% | -3.5% | -8.3% | -11.1% |
| 3M | +28.6% | -4.2% | +32.8% | +29.7% |
| 6M | +104.4% | +38.3% | +66.1% | +85.3% |
| YTD | +83.8% | +19.2% | +64.5% | +71.9% |
| 1Y | +71.5% | +15.0% | +56.6% | +61.7% |
| 3Y | +172.2% | -14.5% | +186.7% | +165.4% |
| 5Y | +332.2% | +4.6% | +327.6% | +286.8% |
| 10Y | +1,306.4% | +241.1% | +1,065.2% | +672.1% |
| All | +3,722.6% | +790.6% | +2,931.9% | +1,453.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UNH.
Daily Out/Under-Performance
Portfolio return minus UNH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNH 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 UNH 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