-17.3%
META vs UNH
+33.2%
-50.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +1.1% |
| 7D | +6.7% | +1.1% | +5.6% | +6.5% |
| 30D | +4.8% | -3.8% | +8.5% | +5.3% |
| 3M | -1.6% | +0.7% | -2.4% | -1.8% |
| 6M | -7.5% | +37.9% | -45.3% | -11.9% |
| YTD | -6.4% | +21.9% | -28.3% | -10.6% |
| 1Y | -17.3% | +31.4% | -48.7% | -20.1% |
| All | -17.3% | +33.2% | -50.6% | -20.1% |
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 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