+327.2%
SMH vs UNH
+1.1%
+326.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.4% | +3.8% | +1.7% |
| 7D | +0.3% | -4.5% | +4.8% | +0.7% |
| 30D | -2.8% | -6.5% | +3.7% | -2.2% |
| 3M | -6.7% | -6.0% | -0.7% | -6.3% |
| 6M | +41.8% | +33.7% | +8.1% | +36.9% |
| YTD | +57.9% | +16.4% | +41.5% | +53.7% |
| 1Y | +87.6% | +10.1% | +77.6% | +83.8% |
| 3Y | +282.9% | -16.3% | +299.2% | +270.9% |
| All | +327.2% | +1.1% | +326.1% | +265.9% |
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