+749.4%
UNH vs PSX
+1,167.1%
-417.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.6% | -2.6% | -2.1% |
| 7D | -1.7% | +1.8% | -3.5% | -2.0% |
| 30D | -3.8% | +21.6% | -25.5% | -7.7% |
| 3M | -4.3% | +46.5% | -50.7% | -11.8% |
| 6M | +38.6% | +62.0% | -23.4% | +24.5% |
| YTD | +20.7% | +106.3% | -85.6% | +2.7% |
| 1Y | +16.0% | +103.0% | -87.0% | -1.2% |
| 3Y | -13.5% | +135.5% | -149.0% | -30.4% |
| 5Y | +3.5% | +368.5% | -365.0% | -32.5% |
| 10Y | +245.3% | +386.6% | -141.2% | +104.9% |
| All | +749.4% | +1,167.1% | -417.7% | +339.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling