+26.3%
UNH vs PL
+8.6%
+17.7%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.0% | -0.5% |
| 7D | -1.6% | +13.4% | -14.9% | -1.6% |
| 30D | +6.5% | -10.2% | +16.6% | +6.4% |
| 3M | +0.8% | -39.5% | +40.3% | +0.5% |
| 6M | +6.1% | -65.7% | +71.8% | +5.4% |
| YTD | +24.5% | -27.3% | +51.8% | +21.6% |
| 1Y | +26.3% | +15.0% | +11.3% | +19.7% |
| All | +26.3% | +8.6% | +17.7% | +19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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