+893.4%
MU vs UNH
-5.9%
+899.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.9% | +5.4% | +6.2% |
| 7D | -12.0% | -0.7% | -11.3% | -11.9% |
| 30D | -28.7% | +4.8% | -33.6% | -28.9% |
| 3M | -16.4% | -1.7% | -14.7% | -16.3% |
| 6M | -1.8% | +5.9% | -7.7% | -2.3% |
| YTD | +157.1% | +22.8% | +134.2% | +150.4% |
| 1Y | +208.5% | +25.9% | +182.6% | +199.8% |
| 3Y | +906.2% | -21.4% | +927.6% | +904.1% |
| 5Y | +893.4% | -6.3% | +899.7% | +811.2% |
| All | +893.4% | -5.9% | +899.3% | +811.2% |
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