+1,735.1%
PLTR vs UNH
+44.2%
+1,690.9%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.9% | -3.5% | -4.5% |
| 7D | -6.4% | +1.1% | -7.5% | -6.4% |
| 30D | +10.0% | -3.8% | +13.8% | +10.1% |
| 3M | +23.0% | +0.7% | +22.3% | +22.9% |
| 6M | +13.8% | +37.9% | -24.1% | +12.7% |
| YTD | -1.9% | +21.9% | -23.9% | -2.8% |
| 1Y | +11.6% | +31.4% | -19.7% | +10.7% |
| 3Y | +1,048.4% | -11.4% | +1,059.8% | +1,037.5% |
| 5Y | +554.4% | +2.5% | +551.9% | +617.6% |
| All | +1,735.1% | +44.2% | +1,690.9% | +2,421.0% |
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 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