+44.4%
TQQQ vs UNH
+35.0%
+9.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.4% | +4.9% | +2.7% |
| 7D | -1.9% | -4.5% | +2.6% | -1.6% |
| 30D | -4.9% | -6.5% | +1.7% | -4.4% |
| 3M | -6.4% | -6.0% | -0.4% | -6.4% |
| 6M | +44.4% | +33.7% | +10.7% | +23.3% |
| All | +44.4% | +35.0% | +9.4% | +23.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling