+5.3%
UNH vs ALHC
-30.5%
+35.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.0% |
| 7D | +1.1% | -1.0% | +2.1% | +1.3% |
| 30D | -1.5% | -6.3% | +4.8% | -0.6% |
| 3M | -0.8% | -12.3% | +11.5% | -0.4% |
| 6M | +41.8% | -27.0% | +68.8% | +45.8% |
| YTD | +23.1% | -31.8% | +54.9% | +28.4% |
| 1Y | +28.5% | -17.0% | +45.5% | +30.4% |
| 3Y | -11.8% | +159.8% | -171.6% | -21.8% |
| 5Y | +5.3% | -25.1% | +30.5% | -5.6% |
| All | +5.3% | -30.5% | +35.8% | -5.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling