+15.0%
UNH vs ACM
-48.9%
+63.8%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.8% | +0.5% | -1.2% |
| 7D | -3.2% | -5.9% | +2.7% | -3.2% |
| 30D | -3.5% | -6.2% | +2.7% | -3.4% |
| 3M | -4.2% | -7.9% | +3.7% | -4.0% |
| 6M | +38.3% | -30.6% | +68.9% | +38.8% |
| YTD | +19.2% | -33.3% | +52.5% | +19.1% |
| 1Y | +15.0% | -49.2% | +64.2% | +22.9% |
| All | +15.0% | -48.9% | +63.8% | +22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACM.
Daily Out/Under-Performance
Portfolio return minus ACM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACM 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 1y: compounded portfolio wealth divided by compounded ACM 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…
1y analysis · Full analysis span regression · 6 months rolling