+27,105.5%
UNH vs APH
+132,206.2%
-105,100.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.8% | -1.1% |
| 7D | +1.1% | +5.0% | -3.9% | +0.1% |
| 30D | -3.8% | -3.9% | +0.1% | -3.1% |
| 3M | +0.7% | +13.0% | -12.2% | -2.3% |
| 6M | +37.9% | +25.2% | +12.7% | +30.2% |
| YTD | +21.9% | +22.9% | -1.0% | +14.2% |
| 1Y | +31.4% | +47.8% | -16.5% | +17.8% |
| 3Y | -11.4% | +283.0% | -294.4% | -37.0% |
| 5Y | +2.5% | +349.7% | -347.1% | -30.2% |
| 10Y | +242.9% | +1,061.2% | -818.4% | +91.6% |
| All | +27,105.5% | +132,206.2% | -105,100.7% | +7,228.8% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling