+228.4%
UNH vs APTV
-16.1%
+244.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.0% | -2.3% |
| 7D | -4.5% | -5.0% | +0.5% | -3.7% |
| 30D | -6.5% | -6.1% | -0.5% | -5.6% |
| 3M | -6.0% | -33.0% | +27.0% | +0.5% |
| 6M | +33.7% | -35.2% | +68.9% | +42.6% |
| YTD | +16.4% | -40.1% | +56.5% | +25.6% |
| 1Y | +10.1% | -45.6% | +55.7% | +20.9% |
| 3Y | -16.3% | -54.4% | +38.0% | -7.0% |
| 5Y | +2.1% | -68.9% | +71.0% | +19.8% |
| All | +228.4% | -16.1% | +244.5% | +196.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 10y: compounded portfolio wealth divided by compounded APTV 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…
10y analysis · Full analysis span regression · 6 months rolling