+59.6%
TXN vs UNH
+1.1%
+58.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -2.4% | +6.2% | +4.1% |
| 7D | +4.0% | -4.5% | +8.5% | +4.6% |
| 30D | -2.9% | -6.5% | +3.7% | -2.0% |
| 3M | -9.1% | -6.0% | -3.1% | -8.5% |
| 6M | +36.6% | +33.7% | +3.0% | +29.8% |
| YTD | +57.5% | +16.4% | +41.1% | +52.0% |
| 1Y | +49.5% | +10.1% | +39.5% | +45.5% |
| 3Y | +76.5% | -16.3% | +92.9% | +72.0% |
| All | +59.6% | +1.1% | +58.5% | +39.5% |
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 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