+136,006.2%
UNH vs PH
+25,185.5%
+110,820.6%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.9% |
| 7D | +1.1% | -3.1% | +4.1% | +2.0% |
| 30D | -3.8% | -3.2% | -0.5% | -3.0% |
| 3M | +0.7% | +10.6% | -9.8% | -2.8% |
| 6M | +37.9% | -2.1% | +40.0% | +37.7% |
| YTD | +21.9% | +10.2% | +11.7% | +17.2% |
| 1Y | +31.4% | +28.2% | +3.2% | +20.1% |
| 3Y | -11.4% | +134.9% | -146.3% | -35.3% |
| 5Y | +2.5% | +253.6% | -251.1% | -36.0% |
| 10Y | +242.9% | +804.7% | -561.9% | +50.0% |
| All | +136,006.2% | +25,185.5% | +110,820.6% | +17,833.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling