+236.3%
UNH vs ALLY
+190.4%
+45.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.0% | -1.4% |
| 7D | -3.2% | -3.3% | +0.1% | -2.5% |
| 30D | -3.5% | -4.1% | +0.6% | -2.6% |
| 3M | -4.2% | +1.4% | -5.6% | -4.6% |
| 6M | +38.3% | +14.4% | +23.9% | +33.7% |
| YTD | +19.2% | -4.9% | +24.1% | +19.6% |
| 1Y | +15.0% | +5.5% | +9.4% | +12.5% |
| 3Y | -14.5% | +66.0% | -80.6% | -26.7% |
| 5Y | +4.6% | -2.4% | +6.9% | -0.8% |
| All | +236.3% | +190.4% | +45.9% | +110.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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