+4.6%
UNH vs PSX
+357.6%
-353.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -1.1% |
| 7D | -3.2% | +1.5% | -4.7% | -3.3% |
| 30D | -3.5% | +15.8% | -19.3% | -4.6% |
| 3M | -4.2% | +43.0% | -47.2% | -6.9% |
| 6M | +38.3% | +61.1% | -22.8% | +32.8% |
| YTD | +19.2% | +104.5% | -85.3% | +12.2% |
| 1Y | +15.0% | +102.5% | -87.6% | +8.2% |
| 3Y | -14.5% | +133.5% | -148.0% | -21.2% |
| 5Y | +4.6% | +367.0% | -362.4% | -10.9% |
| All | +4.6% | +357.6% | -353.0% | -10.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling