+1,527.5%
META vs UNH
+814.0%
+713.5%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +1.2% |
| 7D | +6.7% | +1.1% | +5.6% | +6.4% |
| 30D | +4.8% | -3.8% | +8.5% | +5.7% |
| 3M | -1.6% | +0.7% | -2.4% | -2.0% |
| 6M | -7.5% | +37.9% | -45.3% | -15.0% |
| YTD | -6.4% | +21.9% | -28.3% | -12.1% |
| 1Y | -17.3% | +31.4% | -48.7% | -24.1% |
| 3Y | +109.9% | -11.4% | +121.3% | +101.4% |
| 5Y | +65.4% | +2.5% | +62.8% | +46.1% |
| 10Y | +391.8% | +242.9% | +148.9% | +167.3% |
| All | +1,527.5% | +814.0% | +713.5% | +625.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling