+1,537.1%
SOXX vs UNH
+235.3%
+1,301.8%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.4% | +4.2% | +2.5% |
| 7D | +1.4% | -4.5% | +5.9% | +2.7% |
| 30D | -3.6% | -6.5% | +3.0% | -1.8% |
| 3M | -10.2% | -6.0% | -4.2% | -9.0% |
| 6M | +54.2% | +33.7% | +20.6% | +39.7% |
| YTD | +75.2% | +16.4% | +58.8% | +63.6% |
| 1Y | +107.5% | +10.1% | +97.4% | +96.8% |
| 3Y | +226.8% | -16.3% | +243.1% | +213.4% |
| 5Y | +251.2% | +2.1% | +249.1% | +197.6% |
| All | +1,537.1% | +235.3% | +1,301.8% | +815.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling