-24.3%
UBER vs UNH
+11.5%
-35.8%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.4% | +1.1% | -0.9% |
| 7D | -5.4% | -4.5% | -0.9% | -4.9% |
| 30D | -4.9% | -6.5% | +1.6% | -4.1% |
| 3M | +3.0% | -6.0% | +9.0% | +3.9% |
| 6M | -4.4% | +33.7% | -38.1% | -7.5% |
| YTD | -12.3% | +16.4% | -28.7% | -14.6% |
| 1Y | -24.3% | +10.1% | -34.4% | -24.9% |
| All | -24.3% | +11.5% | -35.8% | -24.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling