+138,844.1%
UNH vs PFE
+3,520.0%
+135,324.2%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.7% |
| 7D | -1.6% | -3.0% | +1.4% | -0.4% |
| 30D | +6.5% | +5.2% | +1.2% | +4.4% |
| 3M | +0.8% | +12.2% | -11.4% | -3.8% |
| 6M | +6.1% | +17.8% | -11.7% | -0.9% |
| YTD | +24.5% | +26.2% | -1.7% | +12.4% |
| 1Y | +26.3% | +23.2% | +3.2% | +15.2% |
| 3Y | -20.7% | +21.3% | -42.0% | -29.1% |
| 5Y | -3.6% | -23.1% | +19.5% | +1.4% |
| 10Y | +225.1% | +50.7% | +174.4% | +154.7% |
| All | +138,844.1% | +3,520.0% | +135,324.2% | +23,311.1% |
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