+9.0%
UNH vs PATH
-80.2%
+89.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.4% |
| 7D | -3.2% | -5.3% | +2.2% | -2.9% |
| 30D | +4.8% | -0.5% | +5.4% | +4.8% |
| 3M | -1.8% | -7.1% | +5.3% | -1.7% |
| 6M | +8.6% | +23.8% | -15.2% | +7.2% |
| YTD | +21.8% | -20.7% | +42.4% | +22.1% |
| 1Y | +25.8% | -8.1% | +33.9% | +25.2% |
| 3Y | -21.3% | -21.8% | +0.5% | -22.3% |
| 5Y | -5.3% | -76.8% | +71.5% | -8.1% |
| All | +9.0% | -80.2% | +89.1% | +5.6% |
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