+2.9%
UNH vs APH
+350.9%
-348.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.8% | -1.0% |
| 7D | +1.1% | +5.0% | -3.9% | +0.8% |
| 30D | -3.8% | -3.9% | +0.1% | -3.6% |
| 3M | +0.7% | +13.0% | -12.2% | -0.1% |
| 6M | +37.9% | +25.2% | +12.7% | +35.7% |
| YTD | +21.9% | +22.9% | -1.0% | +18.7% |
| 1Y | +31.4% | +47.8% | -16.5% | +24.9% |
| 3Y | -11.4% | +283.0% | -294.4% | -32.1% |
| All | +2.9% | +350.9% | -348.0% | -28.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling