+4,491.6%
UNH vs PBR
+1,916.3%
+2,575.2%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.2% | -3.4% | -1.6% |
| 7D | -3.2% | +4.2% | -7.4% | -3.8% |
| 30D | -3.5% | +22.7% | -26.2% | -6.7% |
| 3M | -4.2% | +21.5% | -25.7% | -7.4% |
| 6M | +38.3% | +24.0% | +14.3% | +32.8% |
| YTD | +19.2% | +88.2% | -69.0% | +6.6% |
| 1Y | +15.0% | +74.8% | -59.9% | +3.9% |
| 3Y | -14.5% | +105.1% | -119.7% | -26.2% |
| 5Y | +4.6% | +572.2% | -567.7% | -28.9% |
| 10Y | +241.1% | +692.7% | -451.6% | +102.0% |
| All | +4,491.6% | +1,916.3% | +2,575.2% | +2,241.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 PBR 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