+3.5%
UNH vs PH
+251.4%
-247.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.3% | -1.8% |
| 7D | -1.7% | 0.0% | -1.7% | -1.7% |
| 30D | -3.8% | -10.3% | +6.5% | -2.1% |
| 3M | -4.3% | +5.1% | -9.3% | -5.3% |
| 6M | +38.6% | +2.3% | +36.3% | +37.5% |
| YTD | +20.7% | +8.7% | +12.0% | +18.4% |
| 1Y | +16.0% | +26.8% | -10.8% | +10.8% |
| 3Y | -13.5% | +139.2% | -152.7% | -27.8% |
| 5Y | +3.5% | +251.1% | -247.6% | -24.9% |
| All | +3.5% | +251.4% | -247.9% | -24.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling