+3,921.2%
UNH vs ASX
+3,397.4%
+523.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.0% | +4.6% | +1.1% |
| 7D | +2.4% | +22.1% | -19.7% | -0.4% |
| 30D | +7.2% | -23.8% | +31.0% | +10.2% |
| 3M | +0.5% | -7.6% | +8.1% | +0.4% |
| 6M | +3.4% | +6.9% | -3.5% | -0.1% |
| YTD | +25.2% | +127.7% | -102.5% | +8.1% |
| 1Y | +22.7% | +144.5% | -121.9% | +4.8% |
| 3Y | -20.3% | +377.8% | -398.1% | -40.0% |
| 5Y | -3.4% | +498.2% | -501.6% | -31.2% |
| 10Y | +226.8% | +962.7% | -735.9% | +105.0% |
| All | +3,921.2% | +3,397.4% | +523.7% | +1,916.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling