+2,396.1%
MUU vs UNH
-33.6%
+2,429.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.4% | +1.3% | -0.8% |
| 7D | -8.2% | -4.5% | -3.7% | -7.7% |
| 30D | +10.2% | -6.5% | +16.7% | +11.1% |
| 3M | -26.5% | -6.0% | -20.5% | -25.9% |
| 6M | +227.2% | +33.7% | +193.6% | +210.2% |
| YTD | +527.4% | +16.4% | +511.0% | +496.0% |
| 1Y | +1,843.7% | +10.1% | +1,833.6% | +1,761.1% |
| All | +2,396.1% | -33.6% | +2,429.7% | +2,525.5% |
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