+226.8%
SOXX vs UNH
-16.8%
+243.5%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.4% | +4.2% | +1.9% |
| 7D | +1.4% | -4.5% | +5.9% | +1.4% |
| 30D | -3.6% | -6.5% | +3.0% | -3.5% |
| 3M | -10.2% | -6.0% | -4.2% | -10.1% |
| 6M | +54.2% | +33.7% | +20.6% | +52.5% |
| YTD | +75.2% | +16.4% | +58.8% | +73.0% |
| 1Y | +107.5% | +10.1% | +97.4% | +104.9% |
| 3Y | +226.8% | -16.3% | +243.1% | +217.1% |
| All | +226.8% | -16.8% | +243.5% | +217.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling