-20.0%
UNH vs ACWI
+74.6%
-94.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.8% | +0.6% |
| 7D | +3.4% | +2.4% | +0.9% | +2.7% |
| 30D | +3.0% | -1.7% | +4.7% | +3.4% |
| 3M | +2.7% | -3.9% | +6.7% | +3.7% |
| 6M | +2.8% | +0.8% | +2.0% | +2.4% |
| YTD | +25.9% | +11.0% | +14.8% | +21.6% |
| 1Y | +25.8% | +13.1% | +12.7% | +20.9% |
| 3Y | -20.0% | +73.9% | -93.9% | -23.3% |
| All | -20.0% | +74.6% | -94.6% | -23.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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