+33,565.4%
TQQQ vs UNH
+1,442.2%
+32,123.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.2% | -2.1% | -2.2% |
| 7D | -3.9% | -3.2% | -0.8% | -1.2% |
| 30D | -5.3% | -3.5% | -1.8% | -2.6% |
| 3M | +0.1% | -4.2% | +4.3% | +2.4% |
| 6M | +40.7% | +38.3% | +2.3% | +1.3% |
| YTD | +31.8% | +19.2% | +12.6% | +3.7% |
| 1Y | +48.2% | +15.0% | +33.3% | +19.7% |
| 3Y | +253.6% | -14.5% | +268.1% | +179.0% |
| 5Y | +99.6% | +4.6% | +95.0% | +23.1% |
| 10Y | +2,951.5% | +241.1% | +2,710.4% | +395.7% |
| All | +33,565.4% | +1,442.2% | +32,123.2% | +744.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling