-0.9%
TLT vs UNH
-13.7%
+12.7%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.9% | +1.4% | -0.6% |
| 7D | -0.3% | -1.7% | +1.4% | -0.3% |
| 30D | 0.0% | -3.8% | +3.8% | 0.0% |
| 3M | -2.9% | -4.3% | +1.4% | -2.8% |
| 6M | -6.3% | +38.6% | -44.9% | -6.5% |
| YTD | -3.3% | +20.7% | -24.0% | -3.5% |
| 1Y | -4.2% | +16.0% | -20.2% | -4.4% |
| All | -0.9% | -13.7% | +12.7% | +0.2% |
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 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