+52.5%
SOXX vs UNH
+28.3%
+24.2%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.2% | -4.4% | -3.1% |
| 7D | -13.7% | +0.6% | -14.3% | -13.7% |
| 30D | -23.6% | +8.1% | -31.7% | -23.6% |
| 3M | -16.9% | +1.1% | -17.9% | -16.7% |
| 6M | -2.4% | +11.7% | -14.1% | -3.4% |
| YTD | +49.8% | +26.5% | +23.4% | +40.1% |
| 1Y | +52.5% | +27.0% | +25.5% | +42.2% |
| All | +52.5% | +28.3% | +24.2% | +42.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling