+1,287.1%
UNH vs PSLV
+108.9%
+1,178.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.3% | +4.1% | -0.9% |
| 7D | -3.2% | -4.9% | +1.7% | -2.8% |
| 30D | -3.5% | -1.9% | -1.6% | -3.4% |
| 3M | -4.2% | +4.2% | -8.4% | -4.6% |
| 6M | +38.3% | -27.6% | +65.9% | +40.8% |
| YTD | +19.2% | -11.7% | +30.9% | +19.1% |
| 1Y | +15.0% | +49.3% | -34.4% | +10.8% |
| 3Y | -14.5% | +167.1% | -181.7% | -21.5% |
| 5Y | +4.6% | +151.7% | -147.1% | -4.0% |
| 10Y | +241.1% | +187.0% | +54.2% | +203.4% |
| All | +1,287.1% | +108.9% | +1,178.2% | +1,022.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling