+84.5%
AAPL vs UNH
-14.7%
+99.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.2% | +4.8% | +3.5% |
| 7D | -0.5% | -3.2% | +2.7% | -0.5% |
| 30D | +7.1% | -3.5% | +10.6% | +7.1% |
| 3M | +12.1% | -4.2% | +16.3% | +12.1% |
| 6M | +25.4% | +38.3% | -12.9% | +25.9% |
| YTD | +20.5% | +19.2% | +1.2% | +20.9% |
| 1Y | +44.5% | +15.0% | +29.6% | +45.1% |
| All | +84.5% | -14.7% | +99.3% | +84.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UNH.
Daily Out/Under-Performance
Portfolio return minus UNH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNH 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 3y: compounded portfolio wealth divided by compounded UNH 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…
3y analysis · Full analysis span regression · 6 months rolling