+15.0%
UNH vs PFE
+20.1%
-5.1%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.2% |
| 7D | -3.2% | -4.0% | +0.9% | -2.9% |
| 30D | -3.5% | +3.9% | -7.3% | -3.8% |
| 3M | -4.2% | +9.9% | -14.1% | -5.1% |
| 6M | +38.3% | +5.3% | +33.0% | +36.9% |
| YTD | +19.2% | +16.8% | +2.4% | +15.1% |
| 1Y | +15.0% | +20.4% | -5.5% | +10.9% |
| All | +15.0% | +20.1% | -5.1% | +10.9% |
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