-15.7%
UNH vs AS
+131.9%
-147.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.4% | +1.9% | -0.4% |
| 7D | -1.6% | -3.0% | +1.5% | -1.5% |
| 30D | +6.5% | +9.6% | -3.1% | +6.1% |
| 3M | +0.8% | -8.2% | +9.0% | +1.0% |
| 6M | +6.1% | -9.9% | +16.0% | +6.3% |
| YTD | +24.5% | -16.8% | +41.3% | +25.0% |
| 1Y | +26.3% | +3.0% | +23.3% | +25.5% |
| All | -15.7% | +131.9% | -147.6% | -20.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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