+5.3%
UNH vs PAAS
+117.9%
-112.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.6% | +1.0% |
| 7D | +1.1% | +2.0% | -0.9% | +1.0% |
| 30D | -1.5% | -0.1% | -1.4% | -1.6% |
| 3M | -0.8% | +8.2% | -9.1% | -1.6% |
| 6M | +41.8% | -13.8% | +55.6% | +42.5% |
| YTD | +23.1% | -0.6% | +23.7% | +22.3% |
| 1Y | +28.5% | +44.0% | -15.5% | +24.3% |
| 3Y | -11.8% | +246.6% | -258.3% | -20.6% |
| 5Y | +5.3% | +116.1% | -110.7% | -0.3% |
| All | +5.3% | +117.9% | -112.6% | -0.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling