+236.3%
UNH vs PH
+804.8%
-568.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.6% | +0.4% | -0.7% |
| 7D | -3.2% | -3.1% | 0.0% | -2.2% |
| 30D | -3.5% | -11.8% | +8.3% | +0.4% |
| 3M | -4.2% | +6.9% | -11.1% | -6.6% |
| 6M | +38.3% | -1.3% | +39.6% | +37.8% |
| YTD | +19.2% | +7.0% | +12.3% | +15.5% |
| 1Y | +15.0% | +23.1% | -8.1% | +6.2% |
| 3Y | -14.5% | +135.4% | -149.9% | -39.3% |
| 5Y | +4.6% | +250.3% | -245.8% | -38.5% |
| All | +236.3% | +804.8% | -568.4% | +28.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 10y: compounded portfolio wealth divided by compounded PH 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…
10y analysis · Full analysis span regression · 6 months rolling