+11.4%
UNH vs PATH
-79.9%
+91.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.4% | -3.0% | -0.6% |
| 7D | -1.6% | -2.7% | +1.2% | -1.5% |
| 30D | +6.5% | -1.4% | +7.8% | +6.5% |
| 3M | +0.8% | -16.4% | +17.2% | +1.3% |
| 6M | +6.1% | +23.3% | -17.2% | +4.7% |
| YTD | +24.5% | -19.8% | +44.3% | +24.8% |
| 1Y | +26.3% | -8.6% | +34.9% | +25.7% |
| 3Y | -20.7% | -24.0% | +3.3% | -21.6% |
| 5Y | -3.6% | -77.1% | +73.6% | -6.5% |
| All | +11.4% | -79.9% | +91.3% | +7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PATH.
Daily Out/Under-Performance
Portfolio return minus PATH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PATH 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 PATH 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