-16.3%
UNH vs PNR
-14.5%
-1.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.1% | -2.3% |
| 7D | -4.5% | -6.0% | +1.5% | -3.9% |
| 30D | -6.5% | -14.0% | +7.4% | -5.0% |
| 3M | -6.0% | -21.7% | +15.7% | -3.6% |
| 6M | +33.7% | -37.3% | +70.9% | +40.4% |
| YTD | +16.4% | -45.1% | +61.5% | +24.2% |
| 1Y | +10.1% | -49.1% | +59.2% | +18.5% |
| 3Y | -16.3% | -14.8% | -1.5% | -9.3% |
| All | -16.3% | -14.5% | -1.8% | -9.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 PNR 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