+10,644.8%
UNH vs ARWR
-97.0%
+10,741.8%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.8% | -0.9% |
| 7D | +1.1% | +1.7% | -0.6% | +1.1% |
| 30D | -3.8% | -0.7% | -3.1% | -3.8% |
| 3M | +0.7% | +14.9% | -14.1% | +0.7% |
| 6M | +37.9% | +32.6% | +5.2% | +37.7% |
| YTD | +21.9% | +30.0% | -8.1% | +21.8% |
| 1Y | +31.4% | +208.4% | -177.0% | +30.7% |
| 3Y | -11.4% | +208.8% | -220.2% | -12.0% |
| 5Y | +2.5% | +27.8% | -25.3% | +2.0% |
| 10Y | +242.9% | +1,107.6% | -864.7% | +237.5% |
| All | +10,644.8% | -97.0% | +10,741.8% | +10,971.3% |
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