+5.3%
UNH vs AR
+140.6%
-135.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.8% | +1.8% | +1.0% |
| 7D | +1.1% | -1.8% | +3.0% | +1.2% |
| 30D | -1.5% | +12.6% | -14.1% | -2.0% |
| 3M | -0.8% | +10.0% | -10.9% | -1.3% |
| 6M | +41.8% | +0.6% | +41.2% | +41.5% |
| YTD | +23.1% | +13.4% | +9.7% | +22.2% |
| 1Y | +28.5% | +21.7% | +6.8% | +27.2% |
| 3Y | -11.8% | +45.8% | -57.6% | -14.6% |
| 5Y | +5.3% | +144.3% | -138.9% | -2.7% |
| All | +5.3% | +140.6% | -135.3% | -2.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling