+58.4%
UNH vs ACI
+32.8%
+25.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.8% | +1.3% | +0.6% |
| 7D | +3.4% | +2.3% | +1.1% | +3.2% |
| 30D | +3.0% | +1.2% | +1.8% | +2.9% |
| 3M | +2.7% | +6.8% | -4.1% | +2.1% |
| 6M | +2.8% | -18.7% | +21.5% | +4.2% |
| YTD | +25.9% | -20.2% | +46.1% | +27.6% |
| 1Y | +25.8% | -23.7% | +49.5% | +28.0% |
| 3Y | -20.0% | -31.6% | +11.6% | -18.3% |
| 5Y | -2.8% | -42.8% | +39.9% | -0.6% |
| All | +58.4% | +32.8% | +25.5% | +57.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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