+27.0%
UNH vs PFE
+35.1%
-8.1%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.6% | -1.4% | +1.0% |
| 7D | +0.6% | +4.6% | -4.0% | +0.1% |
| 30D | +8.1% | +12.3% | -4.2% | +7.3% |
| 3M | +1.1% | +21.2% | -20.1% | -0.1% |
| 6M | +11.7% | +21.1% | -9.4% | +10.0% |
| YTD | +26.5% | +30.0% | -3.6% | +19.4% |
| 1Y | +27.0% | +35.6% | -8.6% | +16.0% |
| All | +27.0% | +35.1% | -8.1% | +16.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PFE.
Daily Out/Under-Performance
Portfolio return minus PFE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFE 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 1y: compounded portfolio wealth divided by compounded PFE 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…
1y analysis · Full analysis span regression · 6 months rolling