+84,752.5%
MU vs UNH
+140,276.8%
-55,524.3%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.5% | +12.4% | +12.0% |
| 7D | +2.0% | -1.6% | +3.6% | +2.7% |
| 30D | -18.0% | +6.5% | -24.4% | -19.5% |
| 3M | -6.6% | +0.8% | -7.4% | -7.1% |
| 6M | +2.0% | +6.1% | -4.0% | -0.6% |
| YTD | +184.5% | +24.5% | +160.0% | +161.2% |
| 1Y | +236.9% | +26.3% | +210.5% | +207.2% |
| 3Y | +987.0% | -20.7% | +1,007.7% | +975.8% |
| 5Y | +1,014.6% | -3.6% | +1,018.2% | +921.8% |
| 10Y | +4,609.2% | +225.1% | +4,384.1% | +2,839.6% |
| All | +84,752.5% | +140,276.8% | -55,524.3% | +6,797.2% |
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 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