+216.1%
UNH vs ALL
+377.9%
-161.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.2% | +0.4% |
| 7D | +3.4% | +5.0% | -1.7% | +1.5% |
| 30D | +3.0% | +13.3% | -10.3% | -1.9% |
| 3M | +2.7% | +3.2% | -0.4% | +1.2% |
| 6M | +2.8% | +25.3% | -22.6% | -6.6% |
| YTD | +25.9% | +30.5% | -4.6% | +12.2% |
| 1Y | +25.8% | +29.2% | -3.4% | +12.5% |
| 3Y | -20.0% | +119.1% | -139.1% | -44.4% |
| 5Y | -2.8% | +162.6% | -165.5% | -41.2% |
| All | +216.1% | +377.9% | -161.9% | +67.2% |
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