+106,206.6%
MU vs UNH
+137,409.5%
-31,202.9%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.9% | +7.0% | +6.4% |
| 7D | +9.0% | +1.1% | +7.9% | +8.6% |
| 30D | +13.8% | -3.8% | +17.6% | +15.0% |
| 3M | +2.1% | +0.7% | +1.3% | +1.6% |
| 6M | +153.8% | +37.9% | +115.9% | +128.6% |
| YTD | +256.4% | +21.9% | +234.5% | +229.8% |
| 1Y | +719.8% | +31.4% | +688.4% | +638.5% |
| 3Y | +1,360.4% | -11.4% | +1,371.8% | +1,293.1% |
| 5Y | +1,312.4% | +2.5% | +1,309.9% | +1,169.2% |
| 10Y | +6,142.6% | +242.9% | +5,899.7% | +3,741.2% |
| All | +106,206.6% | +137,409.5% | -31,202.9% | +8,608.3% |
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