+661.2%
MU vs UNH
+21.4%
+639.8%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.9% | +4.7% | +2.9% |
| 7D | +7.5% | -1.7% | +9.1% | +7.6% |
| 30D | +19.4% | -3.8% | +23.2% | +19.8% |
| 3M | +9.8% | -4.3% | +14.1% | +10.4% |
| 6M | +164.1% | +38.6% | +125.5% | +150.7% |
| YTD | +260.3% | +20.7% | +239.6% | +235.3% |
| 1Y | +661.2% | +16.0% | +645.2% | +652.1% |
| All | +661.2% | +21.4% | +639.8% | +652.1% |
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