-16.3%
UNH vs PSX
+133.1%
-149.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.4% | -2.7% | -2.4% |
| 7D | -4.5% | +1.7% | -6.3% | -4.6% |
| 30D | -6.5% | +15.6% | -22.2% | -7.3% |
| 3M | -6.0% | +46.5% | -52.5% | -8.1% |
| 6M | +33.7% | +55.0% | -21.4% | +29.9% |
| YTD | +16.4% | +105.3% | -88.9% | +11.0% |
| 1Y | +10.1% | +101.6% | -91.5% | +5.0% |
| 3Y | -16.3% | +134.1% | -150.4% | -20.4% |
| All | -16.3% | +133.1% | -149.4% | -20.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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