+973.7%
PLTR vs UNH
-13.7%
+987.3%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.9% | +1.5% | -0.4% |
| 7D | 0.0% | -1.7% | +1.7% | +0.1% |
| 30D | -3.3% | -3.8% | +0.6% | -3.2% |
| 3M | +28.4% | -4.3% | +32.6% | +28.5% |
| 6M | +8.4% | +38.6% | -30.2% | +6.4% |
| YTD | -4.6% | +20.7% | -25.3% | -6.1% |
| 1Y | +4.4% | +16.0% | -11.6% | +2.9% |
| All | +973.7% | -13.7% | +987.3% | +953.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling