-13.2%
UNH vs AEIS
+172.0%
-185.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.1% | -0.8% | -1.9% |
| 7D | -1.7% | +6.5% | -8.1% | -1.8% |
| 30D | -3.8% | -9.2% | +5.3% | -3.7% |
| 3M | -4.3% | -8.3% | +4.1% | -4.4% |
| 6M | +38.6% | -6.3% | +45.0% | +38.1% |
| YTD | +20.7% | +36.5% | -15.8% | +19.8% |
| 1Y | +16.0% | +84.8% | -68.8% | +15.5% |
| All | -13.2% | +172.0% | -185.3% | -12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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