-9.8%
T vs UNH
+23.6%
-33.4%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | 0.0% |
| 7D | +2.5% | +3.4% | -0.8% | +2.4% |
| 30D | -3.8% | +3.0% | -6.8% | -3.8% |
| 3M | -8.7% | +2.7% | -11.5% | -8.7% |
| 6M | -8.1% | +2.8% | -10.9% | -7.9% |
| YTD | -6.4% | +25.9% | -32.3% | -6.4% |
| 1Y | -9.8% | +25.8% | -35.6% | -9.7% |
| All | -9.8% | +23.6% | -33.4% | -9.7% |
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