+9,920.0%
UNH vs PAAS
+1,235.6%
+8,684.4%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.4% | -0.8% |
| 7D | +1.1% | -2.9% | +4.0% | +1.2% |
| 30D | -3.8% | +6.8% | -10.6% | -4.2% |
| 3M | +0.7% | -2.9% | +3.6% | +0.7% |
| 6M | +37.9% | -16.4% | +54.3% | +38.6% |
| YTD | +21.9% | 0.0% | +21.9% | +21.3% |
| 1Y | +31.4% | +54.3% | -22.9% | +27.6% |
| 3Y | -11.4% | +230.7% | -242.1% | -18.1% |
| 5Y | +2.5% | +111.6% | -109.1% | -3.8% |
| 10Y | +242.9% | +211.7% | +31.2% | +206.8% |
| All | +9,920.0% | +1,235.6% | +8,684.4% | +8,395.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling