+137,274.1%
UNH vs AIG
-23.1%
+137,297.2%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.0% | +2.9% | +1.3% |
| 7D | +1.1% | -1.6% | +2.7% | +1.4% |
| 30D | -1.5% | -5.2% | +3.7% | -0.6% |
| 3M | -0.8% | +1.5% | -2.3% | -1.2% |
| 6M | +41.8% | -3.9% | +45.8% | +42.6% |
| YTD | +23.1% | -11.6% | +34.7% | +25.4% |
| 1Y | +28.5% | -2.9% | +31.4% | +28.6% |
| 3Y | -11.8% | +33.7% | -45.5% | -17.3% |
| 5Y | +5.3% | +52.7% | -47.3% | -4.7% |
| 10Y | +247.4% | +62.6% | +184.8% | +198.0% |
| All | +137,274.1% | -23.1% | +137,297.2% | +47,992.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AIG.
Daily Out/Under-Performance
Portfolio return minus AIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AIG 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 AIG 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