+108.6%
ASML vs UNH
+3.2%
+105.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.9% | +5.1% | +4.3% |
| 7D | +1.1% | +1.1% | 0.0% | +1.0% |
| 30D | +2.2% | -3.8% | +6.0% | +2.5% |
| 3M | -2.3% | +0.7% | -3.0% | -2.6% |
| 6M | +23.0% | +37.9% | -14.9% | +18.0% |
| YTD | +61.1% | +21.9% | +39.1% | +55.8% |
| 1Y | +129.1% | +31.4% | +97.7% | +119.2% |
| 3Y | +165.4% | -11.4% | +176.8% | +151.4% |
| All | +108.6% | +3.2% | +105.4% | +74.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling