-11.8%
UNH vs APD
+10.0%
-21.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.1% | +1.1% |
| 7D | +1.1% | -2.5% | +3.6% | +1.4% |
| 30D | -1.5% | -1.9% | +0.4% | -1.3% |
| 3M | -0.8% | +8.2% | -9.1% | -1.8% |
| 6M | +41.8% | +10.7% | +31.1% | +39.9% |
| YTD | +23.1% | +22.9% | +0.1% | +19.5% |
| 1Y | +28.5% | +5.8% | +22.7% | +27.1% |
| 3Y | -11.8% | +7.8% | -19.5% | -15.1% |
| All | -11.8% | +10.0% | -21.7% | -15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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