+143.3%
DELL vs UNH
+28.3%
+115.1%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +1.2% | -10.0% | -9.0% |
| 7D | -24.6% | +0.6% | -25.2% | -24.6% |
| 30D | -32.5% | +8.1% | -40.6% | -33.2% |
| 3M | -20.2% | +1.1% | -21.3% | -20.0% |
| 6M | +76.5% | +11.7% | +64.7% | +72.2% |
| YTD | +198.9% | +26.5% | +172.5% | +174.8% |
| 1Y | +143.3% | +27.0% | +116.3% | +121.4% |
| All | +143.3% | +28.3% | +115.1% | +121.4% |
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 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