+1,511.3%
META vs UNH
+812.7%
+698.6%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.9% |
| 7D | -0.8% | -3.2% | +2.4% | 0.0% |
| 30D | -15.4% | +4.8% | -20.2% | -16.5% |
| 3M | +3.5% | -1.8% | +5.3% | +3.8% |
| 6M | -0.3% | +8.6% | -8.9% | -2.7% |
| YTD | -7.3% | +21.8% | -29.1% | -13.1% |
| 1Y | -1.1% | +25.8% | -26.9% | -8.3% |
| 3Y | +95.1% | -21.3% | +116.4% | +95.7% |
| 5Y | +80.6% | -5.3% | +85.9% | +64.9% |
| 10Y | +410.1% | +238.1% | +172.1% | +178.3% |
| All | +1,511.3% | +812.7% | +698.6% | +617.1% |
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 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