-16.3%
UNH vs PSLV
+165.9%
-182.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.3% | -2.7% | -2.4% |
| 7D | -4.5% | -3.5% | -1.1% | -4.4% |
| 30D | -6.5% | -2.1% | -4.4% | -6.5% |
| 3M | -6.0% | -1.6% | -4.3% | -6.0% |
| 6M | +33.7% | -25.5% | +59.2% | +34.9% |
| YTD | +16.4% | -11.4% | +27.8% | +18.1% |
| 1Y | +10.1% | +48.6% | -38.5% | +14.0% |
| 3Y | -16.3% | +166.9% | -183.2% | -9.7% |
| All | -16.3% | +165.9% | -182.2% | -9.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 PSLV 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