-21.4%
UNH vs ALHC
+16.3%
-37.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.8% | +1.1% |
| 7D | -0.7% | +3.9% | -4.6% | -1.5% |
| 30D | +4.8% | -3.6% | +8.5% | +5.2% |
| 3M | -1.7% | -49.4% | +47.7% | +10.5% |
| 6M | +5.9% | -59.5% | +65.3% | +21.4% |
| YTD | +22.8% | -63.2% | +86.0% | +44.4% |
| 1Y | +25.9% | -55.5% | +81.4% | +42.5% |
| 3Y | -21.4% | +23.0% | -44.5% | -18.0% |
| All | -21.4% | +16.3% | -37.8% | -18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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