+636.7%
DELL vs UNH
-14.7%
+651.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.2% | -4.1% | -5.4% |
| 7D | -1.9% | -3.2% | +1.3% | -1.9% |
| 30D | +14.9% | -3.5% | +18.3% | +14.8% |
| 3M | +37.2% | -4.2% | +41.4% | +37.1% |
| 6M | +254.0% | +38.3% | +215.7% | +256.8% |
| YTD | +306.1% | +19.2% | +286.9% | +306.0% |
| 1Y | +312.3% | +15.0% | +297.3% | +310.9% |
| All | +636.7% | -14.7% | +651.4% | +633.1% |
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