+7,089.8%
UNH vs AEIS
+2,641.0%
+4,448.8%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.8% | -1.9% | +0.7% |
| 7D | +1.1% | +8.1% | -7.0% | +0.4% |
| 30D | -1.5% | -11.1% | +9.6% | -0.6% |
| 3M | -0.8% | -5.6% | +4.8% | -1.2% |
| 6M | +41.8% | -0.6% | +42.5% | +40.0% |
| YTD | +23.1% | +38.0% | -15.0% | +17.6% |
| 1Y | +28.5% | +87.2% | -58.7% | +18.9% |
| 3Y | -11.8% | +179.7% | -191.4% | -22.9% |
| 5Y | +5.3% | +241.7% | -236.4% | -10.9% |
| 10Y | +247.4% | +547.2% | -299.7% | +168.1% |
| All | +7,089.8% | +2,641.0% | +4,448.8% | +3,644.4% |
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