+18.3%
UNH vs APLD
+91.7%
-73.4%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +7.4% | -6.4% | +1.0% |
| 7D | +1.1% | +16.6% | -15.4% | +1.3% |
| 30D | -1.5% | -3.1% | +1.6% | -1.5% |
| 3M | -0.8% | -30.9% | +30.0% | -1.2% |
| 6M | +41.8% | +12.6% | +29.2% | +42.5% |
| YTD | +23.1% | +15.5% | +7.6% | +22.6% |
| All | +18.3% | +91.7% | -73.4% | +16.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APLD.
Daily Out/Under-Performance
Portfolio return minus APLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APLD 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 APLD 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