-20.7%
UNH vs PLTU
+131.7%
-152.3%
-60.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.1% | +1.7% | +0.6% |
| 7D | +2.4% | +21.9% | -19.5% | +2.2% |
| 30D | +7.2% | -35.3% | +42.5% | +7.5% |
| 3M | +0.5% | -7.7% | +8.2% | +0.4% |
| 6M | +3.4% | +24.2% | -20.8% | +2.9% |
| YTD | +25.2% | -37.5% | +62.7% | +24.9% |
| 1Y | +22.7% | -43.6% | +66.2% | +22.4% |
| All | -20.7% | +131.7% | -152.3% | -21.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 3y: compounded portfolio wealth divided by compounded PLTU 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…
3y analysis · Full analysis span regression · 6 months rolling