+105.2%
TQQQ vs UNH
+1.1%
+104.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.4% | +4.9% | +3.3% |
| 7D | -1.9% | -4.5% | +2.6% | -0.6% |
| 30D | -4.9% | -6.5% | +1.7% | -3.0% |
| 3M | -6.4% | -6.0% | -0.4% | -5.1% |
| 6M | +44.4% | +33.7% | +10.7% | +30.1% |
| YTD | +35.2% | +16.4% | +18.8% | +25.3% |
| 1Y | +49.5% | +10.1% | +39.4% | +41.3% |
| 3Y | +250.7% | -16.3% | +267.0% | +211.3% |
| All | +105.2% | +1.1% | +104.1% | +48.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling