+136,006.1%
UNH vs PFE
+3,346.7%
+132,659.4%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.5% |
| 7D | +1.1% | +1.8% | -0.7% | +0.4% |
| 30D | -3.8% | +10.2% | -14.0% | -7.5% |
| 3M | +0.7% | +12.7% | -11.9% | -4.2% |
| 6M | +37.9% | +10.5% | +27.3% | +31.8% |
| YTD | +21.9% | +20.2% | +1.8% | +12.3% |
| 1Y | +31.4% | +24.1% | +7.3% | +19.0% |
| 3Y | -11.4% | -3.6% | -7.8% | -13.4% |
| 5Y | +2.5% | -20.9% | +23.4% | +5.9% |
| 10Y | +242.9% | +35.8% | +207.0% | +179.5% |
| All | +136,006.1% | +3,346.7% | +132,659.4% | +23,286.1% |
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