+10.1%
UNH vs AHR
+26.4%
-16.3%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.9% | -1.5% | -2.3% |
| 7D | -4.5% | -2.1% | -2.5% | -4.4% |
| 30D | -6.5% | +1.9% | -8.4% | -6.6% |
| 3M | -6.0% | +15.7% | -21.6% | -5.5% |
| 6M | +33.7% | +2.5% | +31.1% | +33.3% |
| YTD | +16.4% | +15.0% | +1.4% | +17.6% |
| 1Y | +10.1% | +28.1% | -18.0% | +13.0% |
| All | +10.1% | +26.4% | -16.3% | +13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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