+7,515.6%
UNH vs PWR
+8,011.0%
-495.4%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.4% | +3.3% | +2.1% |
| 7D | +0.2% | -11.2% | +11.4% | +1.5% |
| 30D | +6.8% | -17.4% | +24.2% | +9.1% |
| 3M | -0.3% | -11.7% | +11.5% | +0.7% |
| 6M | +7.9% | -21.7% | +29.6% | +10.2% |
| YTD | +25.1% | +38.3% | -13.1% | +17.1% |
| 1Y | +29.3% | +29.6% | -0.2% | +22.0% |
| 3Y | -20.3% | +236.1% | -256.4% | -36.2% |
| 5Y | -3.6% | +406.3% | -409.9% | -28.5% |
| 10Y | +227.5% | +1,796.7% | -1,569.2% | +96.3% |
| All | +7,515.6% | +8,011.0% | -495.4% | +4,256.7% |
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