-1.1%
UNH vs PINS
-58.8%
+57.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.6% |
| 7D | +3.4% | +1.0% | +2.4% | +3.3% |
| 30D | +3.0% | -12.0% | +15.0% | +3.6% |
| 3M | +2.7% | -17.9% | +20.6% | +3.6% |
| 6M | +2.8% | -1.0% | +3.8% | +2.6% |
| YTD | +25.9% | -26.0% | +51.9% | +27.3% |
| 1Y | +25.8% | -28.5% | +54.3% | +27.3% |
| 3Y | -20.0% | -39.2% | +19.2% | -19.7% |
| All | -1.1% | -58.8% | +57.8% | -1.9% |
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 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