-3.6%
UNH vs PWR
+400.1%
-403.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.4% | +3.3% | +1.9% |
| 7D | +0.2% | -11.2% | +11.4% | +0.6% |
| 30D | +6.8% | -17.4% | +24.2% | +7.6% |
| 3M | -0.3% | -11.7% | +11.5% | +0.1% |
| 6M | +7.9% | -21.7% | +29.6% | +8.8% |
| YTD | +25.1% | +38.3% | -13.1% | +21.1% |
| 1Y | +29.3% | +29.6% | -0.2% | +25.7% |
| 3Y | -20.3% | +236.1% | -256.4% | -32.1% |
| 5Y | -3.6% | +406.3% | -409.9% | -25.0% |
| All | -3.6% | +400.1% | -403.7% | -25.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling