+7,319.9%
UNH vs PWR
+8,583.6%
-1,263.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.6% | -1.0% |
| 7D | +1.1% | +3.6% | -2.5% | +0.6% |
| 30D | -3.8% | -8.6% | +4.8% | -2.6% |
| 3M | +0.7% | -13.2% | +13.9% | +2.2% |
| 6M | +37.9% | +9.9% | +28.0% | +34.6% |
| YTD | +21.9% | +48.0% | -26.1% | +13.7% |
| 1Y | +31.4% | +66.2% | -34.8% | +20.1% |
| 3Y | -11.4% | +195.1% | -206.5% | -27.3% |
| 5Y | +2.5% | +442.6% | -440.0% | -24.3% |
| 10Y | +242.9% | +2,334.2% | -2,091.4% | +100.1% |
| All | +7,319.9% | +8,583.6% | -1,263.7% | +4,131.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling