+216.1%
UNH vs PAAS
+205.7%
+10.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +0.6% |
| 7D | +3.4% | -8.9% | +12.3% | +3.9% |
| 30D | +3.0% | -11.4% | +14.4% | +3.6% |
| 3M | +2.7% | -20.4% | +23.2% | +3.9% |
| 6M | +2.8% | -40.7% | +43.5% | +5.6% |
| YTD | +25.9% | -26.9% | +52.8% | +27.2% |
| 1Y | +25.8% | -3.1% | +28.9% | +24.9% |
| 3Y | -20.0% | +199.3% | -219.3% | -26.9% |
| 5Y | -2.8% | +48.3% | -51.1% | -8.1% |
| All | +216.1% | +205.7% | +10.4% | +185.6% |
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