+102.8%
UNH vs PINS
-14.1%
+116.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.2% | +1.2% | -0.8% |
| 7D | +1.1% | -12.0% | +13.1% | +2.2% |
| 30D | -3.8% | -12.7% | +8.9% | -2.6% |
| 3M | +0.7% | -5.5% | +6.3% | +1.0% |
| 6M | +37.9% | +5.3% | +32.6% | +36.5% |
| YTD | +21.9% | -21.2% | +43.1% | +23.9% |
| 1Y | +31.4% | -45.0% | +76.4% | +37.3% |
| 3Y | -11.4% | -26.2% | +14.8% | -12.3% |
| 5Y | +2.5% | -64.0% | +66.5% | +7.0% |
| All | +102.8% | -14.1% | +116.9% | +41.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling