+214.3%
UNH vs ARWR
+1,009.4%
-795.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.5% | +5.0% | +0.8% |
| 7D | +2.4% | -17.9% | +20.3% | +3.6% |
| 30D | +7.2% | -18.9% | +26.1% | +8.6% |
| 3M | +0.5% | -46.0% | +46.5% | +4.5% |
| 6M | +3.4% | -40.3% | +43.8% | +6.5% |
| YTD | +25.2% | -29.0% | +54.1% | +27.0% |
| 1Y | +22.7% | +13.8% | +8.8% | +20.1% |
| 3Y | -20.3% | +74.9% | -95.2% | -26.6% |
| 5Y | -3.4% | -36.2% | +32.8% | -6.5% |
| All | +214.3% | +1,009.4% | -795.2% | +156.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling