+1,401.3%
UNH vs ACWI
+330.0%
+1,071.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -3.2% | -2.4% | -0.8% | -1.2% |
| 30D | +4.8% | -5.2% | +10.0% | +9.5% |
| 3M | -1.8% | -4.8% | +3.0% | +2.1% |
| 6M | +8.6% | -1.3% | +9.9% | +9.0% |
| YTD | +21.8% | +8.4% | +13.4% | +12.3% |
| 1Y | +25.8% | +11.0% | +14.8% | +13.7% |
| 3Y | -21.3% | +70.6% | -91.9% | -52.3% |
| 5Y | -5.3% | +55.3% | -60.7% | -38.9% |
| 10Y | +238.1% | +223.2% | +14.9% | +12.3% |
| All | +1,401.3% | +330.0% | +1,071.3% | +286.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling