-21.3%
UNH vs APH
+258.9%
-280.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.1% | -4.5% | -0.2% |
| 7D | -3.2% | -5.9% | +2.8% | -3.4% |
| 30D | +4.8% | -14.8% | +19.6% | +4.0% |
| 3M | -1.8% | -12.4% | +10.6% | -2.4% |
| 6M | +8.6% | +8.1% | +0.5% | +9.3% |
| YTD | +21.8% | +10.9% | +10.8% | +21.9% |
| 1Y | +25.8% | +8.8% | +17.1% | +25.9% |
| 3Y | -21.3% | +262.1% | -283.4% | -13.7% |
| All | -21.3% | +258.9% | -280.2% | -13.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling