-20.0%
UNH vs AEIS
+148.8%
-168.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.0% | +4.6% | +0.6% |
| 7D | +3.4% | +11.5% | -8.1% | +3.2% |
| 30D | +3.0% | -15.8% | +18.7% | +3.1% |
| 3M | +2.7% | -33.3% | +36.0% | +3.2% |
| 6M | +2.8% | -35.2% | +38.0% | +3.1% |
| YTD | +25.9% | +5.0% | +20.8% | +25.0% |
| 1Y | +25.8% | +8.5% | +17.3% | +24.9% |
| 3Y | -20.0% | +152.9% | -172.9% | -17.1% |
| All | -20.0% | +148.8% | -168.8% | -17.1% |
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