+227.5%
UNH vs PAAS
+168.2%
+59.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -5.8% | +7.7% | +2.2% |
| 7D | +0.2% | +4.2% | -4.0% | -0.1% |
| 30D | +6.8% | -13.8% | +20.6% | +7.6% |
| 3M | -0.3% | -22.7% | +22.4% | +1.0% |
| 6M | +7.9% | -32.1% | +40.0% | +9.9% |
| YTD | +25.1% | -22.3% | +47.4% | +26.0% |
| 1Y | +29.3% | +7.7% | +21.7% | +27.6% |
| 3Y | -20.3% | +214.0% | -234.3% | -27.3% |
| 5Y | -3.6% | +63.2% | -66.8% | -9.3% |
| 10Y | +227.5% | +185.5% | +42.0% | +195.0% |
| All | +227.5% | +168.2% | +59.2% | +195.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 10y: compounded portfolio wealth divided by compounded PAAS 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…
10y analysis · Full analysis span regression · 6 months rolling