+96.8%
META vs UNH
-19.8%
+116.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.6% | +2.3% | +2.9% |
| 7D | +5.2% | +3.4% | +1.8% | +5.1% |
| 30D | -13.0% | +3.0% | -16.0% | -13.0% |
| 3M | +7.9% | +2.7% | +5.2% | +7.9% |
| 6M | +4.2% | +2.8% | +1.5% | +4.2% |
| YTD | -2.5% | +25.9% | -28.4% | -2.9% |
| 1Y | +5.6% | +25.8% | -20.2% | +5.2% |
| 3Y | +96.8% | -20.0% | +116.8% | +99.6% |
| All | +96.8% | -19.8% | +116.6% | +99.6% |
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