+27,105.5%
UNH vs APH
+61,451.9%
-34,346.5%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -47.8% | +49.8% | +10.9% |
| 7D | +0.5% | -48.7% | +49.2% | +9.8% |
| 30D | -3.8% | -51.9% | +48.2% | +6.3% |
| 3M | +0.7% | -43.6% | +44.3% | +7.2% |
| 6M | +37.9% | -37.5% | +75.4% | +42.9% |
| YTD | +21.9% | -38.6% | +60.6% | +25.3% |
| 1Y | +31.4% | -26.3% | +57.7% | +29.4% |
| 3Y | -11.4% | +89.2% | -100.6% | -30.7% |
| 5Y | +2.5% | +119.8% | -117.3% | -23.0% |
| 10Y | +242.9% | +454.3% | -211.4% | +112.3% |
| All | +27,105.5% | +61,451.9% | -34,346.5% | +8,055.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling