+245.3%
UNH vs ASX
+973.8%
-728.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.5% | -5.5% | -2.4% |
| 7D | -1.7% | +11.1% | -12.8% | -3.0% |
| 30D | -3.8% | +9.6% | -13.4% | -5.1% |
| 3M | -4.3% | +18.6% | -22.9% | -7.5% |
| 6M | +38.6% | +92.1% | -53.5% | +23.4% |
| YTD | +20.7% | +158.5% | -137.8% | +2.2% |
| 1Y | +16.0% | +271.9% | -255.9% | -7.8% |
| 3Y | -13.5% | +465.2% | -478.7% | -39.0% |
| 5Y | +3.5% | +479.4% | -475.9% | -29.5% |
| 10Y | +245.3% | +992.0% | -746.6% | +82.3% |
| All | +245.3% | +973.8% | -728.4% | +82.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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