+222.9%
EWY vs UNH
-16.8%
+239.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -2.4% | +5.6% | +3.3% |
| 7D | -0.1% | -4.5% | +4.5% | 0.0% |
| 30D | +7.3% | -6.5% | +13.8% | +7.4% |
| 3M | -5.1% | -6.0% | +0.9% | -5.1% |
| 6M | +42.1% | +33.7% | +8.4% | +39.8% |
| YTD | +94.1% | +16.4% | +77.7% | +90.8% |
| 1Y | +147.8% | +10.1% | +137.8% | +143.9% |
| 3Y | +222.9% | -16.3% | +239.2% | +208.4% |
| All | +222.9% | -16.8% | +239.7% | +208.4% |
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 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