-11.8%
UNH vs ACI
-43.5%
+31.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.3% | +4.2% | +1.2% |
| 7D | +1.1% | -2.6% | +3.7% | +1.4% |
| 30D | -1.5% | +1.1% | -2.6% | -1.6% |
| 3M | -0.8% | -23.6% | +22.8% | +1.4% |
| 6M | +41.8% | -29.9% | +71.8% | +46.1% |
| YTD | +23.1% | -26.9% | +49.9% | +26.1% |
| 1Y | +28.5% | -34.2% | +62.8% | +32.1% |
| 3Y | -11.8% | -43.6% | +31.9% | -10.0% |
| All | -11.8% | -43.5% | +31.7% | -10.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling