+228.4%
UNH vs AAL
-63.7%
+292.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.2% | -3.6% | -2.5% |
| 7D | -4.5% | -0.9% | -3.6% | -4.5% |
| 30D | -6.5% | -12.9% | +6.3% | -5.2% |
| 3M | -6.0% | -11.2% | +5.2% | -5.1% |
| 6M | +33.7% | +17.8% | +15.8% | +30.3% |
| YTD | +16.4% | -15.1% | +31.5% | +17.5% |
| 1Y | +10.1% | +0.5% | +9.6% | +8.9% |
| 3Y | -16.3% | -7.7% | -8.6% | -18.6% |
| 5Y | +2.1% | -31.3% | +33.4% | +0.3% |
| All | +228.4% | -63.7% | +292.1% | +224.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AAL.
Daily Out/Under-Performance
Portfolio return minus AAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAL 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 AAL 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