+46.0%
ASML vs UNH
+30.0%
+16.1%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.9% | -2.2% | -0.3% |
| 7D | -2.9% | +0.2% | -3.0% | -2.8% |
| 30D | -15.2% | +6.8% | -22.0% | -15.0% |
| 3M | -12.9% | -0.3% | -12.6% | -12.8% |
| 6M | -5.0% | +7.9% | -12.9% | -5.3% |
| YTD | +41.8% | +25.1% | +16.7% | +35.7% |
| 1Y | +46.0% | +29.3% | +16.7% | +38.7% |
| All | +46.0% | +30.0% | +16.1% | +38.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling