+358.3%
DELL vs UNH
+11.5%
+346.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -2.4% | +14.3% | +12.5% |
| 7D | +8.2% | -4.5% | +12.8% | +9.3% |
| 30D | +17.1% | -6.5% | +23.6% | +18.8% |
| 3M | +45.2% | -6.0% | +51.2% | +46.7% |
| 6M | +286.8% | +33.7% | +253.1% | +255.2% |
| YTD | +354.8% | +16.4% | +338.4% | +320.5% |
| 1Y | +358.3% | +10.1% | +348.2% | +341.8% |
| All | +358.3% | +11.5% | +346.7% | +341.8% |
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