+719.8%
MU vs UNH
+33.2%
+686.5%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.9% | +7.0% | +6.2% |
| 7D | +9.0% | +1.1% | +7.9% | +8.9% |
| 30D | +13.8% | -3.8% | +17.6% | +14.3% |
| 3M | +2.1% | +0.7% | +1.3% | +2.2% |
| 6M | +153.8% | +37.9% | +115.9% | +140.3% |
| YTD | +256.4% | +21.9% | +234.5% | +231.7% |
| 1Y | +719.8% | +31.4% | +688.4% | +671.1% |
| All | +719.8% | +33.2% | +686.5% | +671.1% |
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