+139,595.8%
UNH vs PFE
+3,508.9%
+136,086.9%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.4% | +1.4% | +1.7% |
| 7D | +0.2% | -0.7% | +0.9% | +0.5% |
| 30D | +6.8% | +5.3% | +1.5% | +4.7% |
| 3M | -0.3% | +10.1% | -10.4% | -4.1% |
| 6M | +7.9% | +18.0% | -10.1% | +0.8% |
| YTD | +25.1% | +25.8% | -0.7% | +13.1% |
| 1Y | +29.3% | +28.4% | +0.9% | +15.9% |
| 3Y | -20.3% | +20.9% | -41.2% | -28.7% |
| 5Y | -3.6% | -21.5% | +17.9% | +0.6% |
| 10Y | +227.5% | +46.2% | +181.3% | +159.6% |
| All | +139,595.8% | +3,508.9% | +136,086.9% | +23,466.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling