+10.0%
UNH vs PATH
+19.6%
-9.5%
-15.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.7% | +0.4% | -3.3% |
| 7D | -3.7% | -5.6% | +1.9% | -3.7% |
| 30D | +5.2% | -0.7% | +5.8% | +5.2% |
| 3M | -3.5% | -5.9% | +2.3% | -3.2% |
| 6M | +10.0% | +21.6% | -11.5% | +11.4% |
| All | +10.0% | +19.6% | -9.5% | +11.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling