+31.4%
UNH vs PWR
+66.5%
-35.1%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.6% | -0.9% |
| 7D | +1.1% | +3.6% | -2.5% | +1.1% |
| 30D | -3.8% | -8.6% | +4.8% | -3.8% |
| 3M | +0.7% | -13.2% | +13.9% | +0.7% |
| 6M | +37.9% | +9.9% | +28.0% | +36.7% |
| YTD | +21.9% | +48.0% | -26.1% | +20.6% |
| 1Y | +31.4% | +66.2% | -34.8% | +34.0% |
| All | +31.4% | +66.5% | -35.1% | +34.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 1y: compounded portfolio wealth divided by compounded PWR 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…
1y analysis · Full analysis span regression · 6 months rolling