+236.3%
UNH vs ARWR
+1,080.6%
-844.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.2% |
| 7D | -3.2% | -4.3% | +1.2% | -2.9% |
| 30D | -3.5% | -7.3% | +3.8% | -3.0% |
| 3M | -4.2% | +17.0% | -21.2% | -5.4% |
| 6M | +38.3% | +39.8% | -1.5% | +34.5% |
| YTD | +19.2% | +24.7% | -5.4% | +16.7% |
| 1Y | +15.0% | +186.5% | -171.5% | +5.9% |
| 3Y | -14.5% | +176.8% | -191.3% | -23.6% |
| 5Y | +4.6% | +29.3% | -24.8% | -3.6% |
| All | +236.3% | +1,080.6% | -844.3% | +171.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded ARWR 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling