-20.9%
UNH vs AG
+219.6%
-240.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | -0.5% |
| 7D | -1.6% | -4.0% | +2.5% | -1.5% |
| 30D | +6.5% | -13.1% | +19.5% | +6.9% |
| 3M | +0.8% | -22.0% | +22.8% | +1.5% |
| 6M | +6.1% | -37.3% | +43.3% | +7.4% |
| YTD | +24.5% | -11.2% | +35.6% | +24.0% |
| 1Y | +26.3% | +23.9% | +2.4% | +24.4% |
| All | -20.9% | +219.6% | -240.5% | -23.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling