+236.3%
UNH vs ALL
+361.5%
-125.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -0.9% |
| 7D | -3.2% | -4.3% | +1.1% | -1.5% |
| 30D | -3.5% | -3.6% | +0.1% | -2.2% |
| 3M | -4.2% | +13.2% | -17.4% | -9.1% |
| 6M | +38.3% | +22.5% | +15.8% | +27.0% |
| YTD | +19.2% | +22.7% | -3.5% | +9.0% |
| 1Y | +15.0% | +28.3% | -13.3% | +2.9% |
| 3Y | -14.5% | +152.0% | -166.6% | -44.4% |
| 5Y | +4.6% | +115.4% | -110.9% | -30.0% |
| All | +236.3% | +361.5% | -125.2% | +58.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 10y: compounded portfolio wealth divided by compounded ALL 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…
10y analysis · Full analysis span regression · 6 months rolling