+3.5%
UNH vs PINS
-66.4%
+69.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -9.2% | +7.3% | -1.5% |
| 7D | -1.7% | -13.9% | +12.2% | -1.0% |
| 30D | -3.8% | -25.0% | +21.2% | -2.6% |
| 3M | -4.3% | -16.6% | +12.3% | -3.6% |
| 6M | +38.6% | -7.0% | +45.6% | +38.7% |
| YTD | +20.7% | -29.4% | +50.1% | +22.3% |
| 1Y | +16.0% | -49.9% | +65.9% | +18.9% |
| 3Y | -13.5% | -33.6% | +20.2% | -13.6% |
| 5Y | +3.5% | -66.8% | +70.3% | +4.5% |
| All | +3.5% | -66.4% | +69.9% | +4.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling