-21.8%
UNH vs PLTD
-76.7%
+54.9%
-60.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.3% | -3.5% | -1.2% |
| 7D | -3.2% | +9.9% | -13.1% | -3.1% |
| 30D | -3.5% | +3.8% | -7.3% | -3.4% |
| 3M | -4.2% | -32.3% | +28.1% | -4.6% |
| 6M | +38.3% | -25.9% | +64.2% | +38.2% |
| YTD | +19.2% | -16.4% | +35.6% | +19.1% |
| 1Y | +15.0% | -25.2% | +40.1% | +14.8% |
| All | -21.8% | -76.7% | +54.9% | -22.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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