-7.0%
TLT vs UNH
+23.6%
-30.6%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.0% | -0.4% |
| 7D | -3.1% | +3.4% | -6.5% | -3.2% |
| 30D | +1.0% | +3.0% | -1.9% | +1.0% |
| 3M | -2.7% | +2.7% | -5.5% | -2.8% |
| 6M | -4.1% | +2.8% | -6.9% | -4.2% |
| YTD | -5.4% | +25.9% | -31.2% | -6.2% |
| 1Y | -7.0% | +25.8% | -32.8% | -8.0% |
| All | -7.0% | +23.6% | -30.6% | -8.0% |
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