+27.0%
UNH vs PINS
-35.1%
+62.1%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +4.2% | -3.0% | +0.8% |
| 7D | +0.6% | +1.4% | -0.9% | +0.4% |
| 30D | +8.1% | +5.8% | +2.4% | +7.5% |
| 3M | +1.1% | -17.0% | +18.1% | +2.5% |
| 6M | +11.7% | +1.8% | +10.0% | +10.7% |
| YTD | +26.5% | -18.0% | +44.5% | +34.8% |
| 1Y | +27.0% | -35.5% | +62.6% | +37.5% |
| All | +27.0% | -35.1% | +62.1% | +37.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PINS.
Daily Out/Under-Performance
Portfolio return minus PINS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PINS 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 1y: compounded portfolio wealth divided by compounded PINS 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…
1y analysis · Full analysis span regression · 6 months rolling