+71.0%
UBER vs UNH
+85.5%
-14.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.9% | -0.9% | -2.3% |
| 7D | -7.0% | -1.7% | -5.4% | -6.6% |
| 30D | -8.9% | -3.8% | -5.1% | -8.0% |
| 3M | +1.0% | -4.3% | +5.3% | +2.1% |
| 6M | -3.7% | +38.6% | -42.4% | -12.6% |
| YTD | -13.0% | +20.7% | -33.7% | -18.7% |
| 1Y | -25.5% | +16.0% | -41.5% | -29.8% |
| 3Y | +50.5% | -13.5% | +63.9% | +44.0% |
| 5Y | +76.2% | +3.5% | +72.6% | +47.2% |
| All | +71.0% | +85.5% | -14.5% | +2.3% |
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 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