+1,319.3%
MU vs UNH
+3.9%
+1,315.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.9% | -2.5% | -1.7% |
| 7D | +7.2% | +1.1% | +6.0% | +7.1% |
| 30D | +14.0% | -1.5% | +15.5% | +14.1% |
| 3M | +5.4% | -0.8% | +6.2% | +5.4% |
| 6M | +170.3% | +41.8% | +128.5% | +162.0% |
| YTD | +250.7% | +23.1% | +227.6% | +241.1% |
| 1Y | +662.1% | +28.5% | +633.6% | +639.3% |
| 3Y | +1,341.2% | -11.8% | +1,353.0% | +1,287.4% |
| 5Y | +1,319.3% | +5.3% | +1,314.0% | +1,153.4% |
| All | +1,319.3% | +3.9% | +1,315.5% | +1,153.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling