-13.4%
UNH vs ALAB
+311.3%
-324.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.3% | +2.2% | +1.9% |
| 7D | +0.2% | -7.5% | +7.6% | +0.1% |
| 30D | +6.8% | -36.8% | +43.6% | +5.9% |
| 3M | -0.3% | -31.9% | +31.6% | -0.8% |
| 6M | +7.9% | +8.2% | -0.3% | +7.9% |
| YTD | +25.1% | +29.9% | -4.8% | +25.3% |
| 1Y | +29.3% | +24.4% | +4.9% | +29.5% |
| All | -13.4% | +311.3% | -324.7% | -11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALAB.
Daily Out/Under-Performance
Portfolio return minus ALAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALAB 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 ALAB 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