+548.8%
PLTR vs UNH
+3.3%
+545.5%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.9% | +1.5% | -0.3% |
| 7D | 0.0% | -1.7% | +1.7% | +0.2% |
| 30D | -3.3% | -3.8% | +0.6% | -2.9% |
| 3M | +28.4% | -4.3% | +32.6% | +28.7% |
| 6M | +8.4% | +38.6% | -30.2% | +4.2% |
| YTD | -4.6% | +20.7% | -25.3% | -7.4% |
| 1Y | +4.4% | +16.0% | -11.6% | +1.7% |
| 3Y | +1,020.5% | -13.5% | +1,034.0% | +980.8% |
| 5Y | +548.8% | +3.5% | +545.3% | +468.4% |
| All | +548.8% | +3.3% | +545.5% | +468.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling