+5.6%
UNH vs ASX
+469.8%
-464.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +6.1% | -5.1% | +0.8% |
| 7D | +1.1% | +6.3% | -5.2% | +1.0% |
| 30D | -1.5% | +6.4% | -8.0% | -1.7% |
| 3M | -0.8% | +13.1% | -14.0% | -1.6% |
| 6M | +41.8% | +90.3% | -48.5% | +37.3% |
| YTD | +23.1% | +149.6% | -126.6% | +17.6% |
| 1Y | +28.5% | +249.2% | -220.7% | +20.7% |
| 3Y | -11.8% | +445.9% | -457.7% | -21.8% |
| All | +5.6% | +469.8% | -464.3% | -11.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling