+81.9%
UBER vs UNH
+1.6%
+80.3%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.2% | +3.3% | +2.2% |
| 7D | -4.5% | -3.2% | -1.3% | -4.2% |
| 30D | -7.6% | -3.5% | -4.2% | -7.3% |
| 3M | +5.8% | -4.2% | +9.9% | +6.2% |
| 6M | +0.3% | +38.3% | -38.0% | -2.8% |
| YTD | -11.2% | +19.2% | -30.4% | -13.0% |
| 1Y | -23.0% | +15.0% | -37.9% | -24.4% |
| 3Y | +53.6% | -14.5% | +68.1% | +50.0% |
| 5Y | +81.9% | +4.6% | +77.3% | +61.9% |
| All | +81.9% | +1.6% | +80.3% | +61.9% |
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 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