+216.1%
UNH vs AA
+42.1%
+173.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.8% | +2.3% | +0.8% |
| 7D | +3.4% | +0.5% | +2.9% | +3.3% |
| 30D | +3.0% | -0.6% | +3.6% | +2.9% |
| 3M | +2.7% | -19.7% | +22.4% | +5.0% |
| 6M | +2.8% | -41.6% | +44.4% | +8.3% |
| YTD | +25.9% | -24.6% | +50.5% | +27.9% |
| 1Y | +25.8% | +4.9% | +20.9% | +22.7% |
| 3Y | -20.0% | +66.8% | -86.9% | -28.6% |
| 5Y | -2.8% | -19.4% | +16.6% | -8.5% |
| All | +216.1% | +42.1% | +173.9% | +129.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 10y: compounded portfolio wealth divided by compounded AA 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…
10y analysis · Full analysis span regression · 6 months rolling