+654.6%
APP vs UNH
-12.1%
+666.7%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.9% | +3.2% | +2.2% |
| 7D | +0.9% | +1.1% | -0.2% | +0.9% |
| 30D | -23.3% | -3.8% | -19.5% | -23.3% |
| 3M | -42.6% | +0.7% | -43.4% | -42.6% |
| 6M | -33.6% | +37.9% | -71.5% | -33.1% |
| YTD | -52.4% | +21.9% | -74.4% | -52.4% |
| 1Y | -35.9% | +31.4% | -67.3% | -35.5% |
| All | +654.6% | -12.1% | +666.7% | +609.7% |
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