+29.3%
UNH vs AR
+9.7%
+19.6%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +4.3% | -1.5% | +2.5% |
| 7D | +0.2% | -5.8% | +5.9% | +0.5% |
| 30D | +6.8% | +4.8% | +2.0% | +6.2% |
| 3M | -0.3% | +1.5% | -1.8% | -0.6% |
| 6M | +7.9% | +4.7% | +3.2% | +7.0% |
| YTD | +25.1% | +9.2% | +16.0% | +21.7% |
| 1Y | +29.3% | +11.2% | +18.2% | +25.0% |
| All | +29.3% | +9.7% | +19.6% | +25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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