+62.4%
EWY vs UNH
+28.3%
+34.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.2% | -3.1% | -1.8% |
| 7D | -8.3% | +0.6% | -8.9% | -8.3% |
| 30D | -20.5% | +8.1% | -28.7% | -20.3% |
| 3M | -11.1% | +1.1% | -12.2% | -10.9% |
| 6M | -7.0% | +11.7% | -18.7% | -7.5% |
| YTD | +56.5% | +26.5% | +30.0% | +46.3% |
| 1Y | +62.4% | +27.0% | +35.4% | +51.5% |
| All | +62.4% | +28.3% | +34.1% | +51.5% |
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