+1,564.8%
QQQ vs UNH
+7,843.2%
-6,278.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.9% | +1.7% | +0.2% |
| 7D | +1.0% | -1.7% | +2.6% | +1.4% |
| 30D | -0.6% | -3.8% | +3.2% | +0.3% |
| 3M | +1.3% | -4.3% | +5.6% | +2.2% |
| 6M | +18.1% | +38.6% | -20.5% | +7.9% |
| YTD | +16.9% | +20.7% | -3.8% | +9.6% |
| 1Y | +24.0% | +16.0% | +8.0% | +17.2% |
| 3Y | +95.6% | -13.5% | +109.1% | +90.2% |
| 5Y | +94.5% | +3.5% | +91.0% | +78.3% |
| 10Y | +571.7% | +245.3% | +326.4% | +337.5% |
| All | +1,564.8% | +7,843.2% | -6,278.4% | +476.2% |
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