+5.3%
UNH vs APD
+26.2%
-20.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.1% | +1.2% |
| 7D | +1.1% | -2.5% | +3.6% | +1.6% |
| 30D | -1.5% | -1.9% | +0.4% | -1.2% |
| 3M | -0.8% | +8.2% | -9.1% | -2.5% |
| 6M | +41.8% | +10.7% | +31.1% | +38.5% |
| YTD | +23.1% | +22.9% | +0.1% | +17.2% |
| 1Y | +28.5% | +5.8% | +22.7% | +26.2% |
| 3Y | -11.8% | +7.8% | -19.5% | -14.5% |
| 5Y | +5.3% | +26.1% | -20.8% | -6.7% |
| All | +5.3% | +26.2% | -20.9% | -6.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling