+10,928.2%
UNH vs ARWR
-98.3%
+11,026.5%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.5% | +2.4% | +1.9% |
| 7D | +0.2% | -17.7% | +17.9% | +0.2% |
| 30D | +6.8% | -21.9% | +28.7% | +6.9% |
| 3M | -0.3% | -44.5% | +44.3% | 0.0% |
| 6M | +7.9% | -32.6% | +40.5% | +8.0% |
| YTD | +25.1% | -26.2% | +51.3% | +25.3% |
| 1Y | +29.3% | +23.0% | +6.4% | +29.1% |
| 3Y | -20.3% | +81.8% | -102.0% | -20.7% |
| 5Y | -3.6% | -36.0% | +32.5% | -3.8% |
| 10Y | +227.5% | +1,039.5% | -812.1% | +222.7% |
| All | +10,928.2% | -98.3% | +11,026.5% | +11,289.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling