+136,006.1%
UNH vs APD
+6,115.6%
+129,890.4%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | 0.0% | -0.6% |
| 7D | +1.1% | -2.2% | +3.3% | +1.8% |
| 30D | -3.8% | +2.1% | -5.9% | -4.5% |
| 3M | +0.7% | +7.2% | -6.4% | -2.0% |
| 6M | +37.9% | +11.2% | +26.6% | +31.9% |
| YTD | +21.9% | +24.4% | -2.5% | +11.8% |
| 1Y | +31.4% | +6.7% | +24.7% | +26.6% |
| 3Y | -11.4% | +9.2% | -20.6% | -17.9% |
| 5Y | +2.5% | +27.4% | -24.8% | -11.7% |
| 10Y | +242.9% | +164.8% | +78.0% | +123.5% |
| All | +136,006.1% | +6,115.6% | +129,890.4% | +20,437.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling