+31.4%
UNH vs APH
-25.2%
+56.6%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -47.8% | +49.8% | +0.2% |
| 7D | +0.5% | -48.7% | +49.2% | -1.3% |
| 30D | -3.8% | -51.9% | +48.2% | -5.8% |
| 3M | +0.7% | -43.6% | +44.3% | -0.7% |
| 6M | +37.9% | -37.5% | +75.4% | +36.2% |
| YTD | +21.9% | -38.6% | +60.6% | +16.5% |
| 1Y | +31.4% | -26.3% | +57.7% | +14.5% |
| All | +31.4% | -25.2% | +56.6% | +14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 1y: compounded portfolio wealth divided by compounded APH 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…
1y analysis · Full analysis span regression · 6 months rolling