+15.0%
UNH vs PINS
-47.9%
+62.9%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.7% | -4.0% | -1.5% |
| 7D | -3.2% | -9.9% | +6.8% | -2.3% |
| 30D | -3.5% | -20.9% | +17.5% | -1.5% |
| 3M | -4.2% | -13.7% | +9.6% | -3.3% |
| 6M | +38.3% | -3.0% | +41.4% | +37.3% |
| YTD | +19.2% | -27.5% | +46.7% | +26.8% |
| 1Y | +15.0% | -46.8% | +61.7% | +20.9% |
| All | +15.0% | -47.9% | +62.9% | +20.9% |
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