-11.8%
UNH vs ASX
+443.1%
-454.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +6.1% | -5.1% | +1.1% |
| 7D | +1.1% | +6.3% | -5.2% | +1.3% |
| 30D | -1.5% | +6.4% | -8.0% | -1.3% |
| 3M | -0.8% | +13.1% | -14.0% | -0.5% |
| 6M | +41.8% | +90.3% | -48.5% | +44.4% |
| YTD | +23.1% | +149.6% | -126.6% | +26.8% |
| 1Y | +28.5% | +249.2% | -220.7% | +34.4% |
| 3Y | -11.8% | +445.9% | -457.7% | -5.1% |
| All | -11.8% | +443.1% | -454.9% | -5.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling