-3.4%
UNH vs ACI
-41.9%
+38.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.8% | +0.4% |
| 7D | +2.4% | -0.5% | +2.8% | +2.4% |
| 30D | +7.2% | +4.9% | +2.3% | +6.7% |
| 3M | +0.5% | +11.1% | -10.6% | -0.7% |
| 6M | +3.4% | -14.9% | +18.3% | +4.8% |
| YTD | +25.2% | -19.6% | +44.8% | +27.4% |
| 1Y | +22.7% | -22.7% | +45.4% | +25.4% |
| 3Y | -20.3% | -31.2% | +11.0% | -18.0% |
| 5Y | -3.4% | -42.3% | +38.9% | -1.2% |
| All | -3.4% | -41.9% | +38.5% | -1.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling