+15.0%
UNH vs AG
+119.5%
-104.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.9% | +3.6% | -1.0% |
| 7D | -3.2% | -5.8% | +2.6% | -2.9% |
| 30D | -3.5% | +6.4% | -9.8% | -3.9% |
| 3M | -4.2% | +28.4% | -32.5% | -5.7% |
| 6M | +38.3% | -24.5% | +62.8% | +40.5% |
| YTD | +19.2% | +21.2% | -2.0% | +15.5% |
| 1Y | +15.0% | +114.1% | -99.1% | +5.9% |
| All | +15.0% | +119.5% | -104.5% | +5.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 1y: compounded portfolio wealth divided by compounded AG 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…
1y analysis · Full analysis span regression · 6 months rolling