-20.0%
UNH vs APLD
+461.1%
-481.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.8% | -2.7% | -1.0% |
| 7D | +1.1% | +4.1% | -3.0% | +1.0% |
| 30D | -3.8% | -11.7% | +7.9% | -3.7% |
| 3M | +0.7% | -40.3% | +41.0% | +1.0% |
| 6M | +37.9% | -8.0% | +45.8% | +37.7% |
| YTD | +21.9% | +7.5% | +14.4% | +21.4% |
| 1Y | +31.4% | +84.0% | -52.6% | +30.0% |
| 3Y | -11.4% | +356.2% | -367.6% | -14.9% |
| All | -20.0% | +461.1% | -481.1% | -26.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling