-3.6%
UNH vs ASX
+497.4%
-501.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.3% | -1.4% | +1.8% |
| 7D | +0.2% | -9.1% | +9.3% | +0.3% |
| 30D | +6.8% | -23.6% | +30.4% | +7.3% |
| 3M | -0.3% | -5.6% | +5.3% | -0.4% |
| 6M | +7.9% | +4.7% | +3.2% | +6.8% |
| YTD | +25.1% | +122.6% | -97.4% | +19.8% |
| 1Y | +29.3% | +133.0% | -103.7% | +23.5% |
| 3Y | -20.3% | +367.1% | -387.4% | -28.9% |
| 5Y | -3.6% | +504.7% | -508.3% | -18.5% |
| All | -3.6% | +497.4% | -501.0% | -18.5% |
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