+7,253.5%
UNH vs AEIS
+1,985.6%
+5,268.0%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.0% | +4.6% | +0.9% |
| 7D | +3.4% | +11.5% | -8.1% | +2.3% |
| 30D | +3.0% | -15.8% | +18.7% | +4.2% |
| 3M | +2.7% | -33.3% | +36.0% | +5.8% |
| 6M | +2.8% | -35.2% | +38.0% | +5.2% |
| YTD | +25.9% | +5.0% | +20.8% | +22.5% |
| 1Y | +25.8% | +8.5% | +17.3% | +22.0% |
| 3Y | -20.0% | +152.9% | -172.9% | -29.9% |
| 5Y | -2.8% | +144.6% | -147.5% | -15.7% |
| 10Y | +228.7% | +337.1% | -108.4% | +161.0% |
| All | +7,253.5% | +1,985.6% | +5,268.0% | +3,802.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling