+46.4%
UNH vs ACI
+21.2%
+25.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +3.2% | -5.6% | -2.6% |
| 7D | -4.5% | -3.7% | -0.8% | -4.3% |
| 30D | -6.5% | +0.6% | -7.1% | -6.6% |
| 3M | -6.0% | -20.3% | +14.3% | -4.5% |
| 6M | +33.7% | -24.7% | +58.3% | +36.3% |
| YTD | +16.4% | -27.2% | +43.6% | +19.0% |
| 1Y | +10.1% | -32.7% | +42.8% | +13.1% |
| 3Y | -16.3% | -43.9% | +27.6% | -13.2% |
| 5Y | +2.1% | -38.9% | +41.0% | +4.6% |
| All | +46.4% | +21.2% | +25.2% | +46.9% |
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