+3,921.1%
UNH vs ASX
+3,319.4%
+601.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.3% | -1.4% | +1.5% |
| 7D | +0.2% | -9.1% | +9.3% | +1.1% |
| 30D | +6.8% | -23.6% | +30.4% | +9.8% |
| 3M | -0.3% | -5.6% | +5.3% | -0.6% |
| 6M | +7.9% | +4.7% | +3.2% | +4.5% |
| YTD | +25.1% | +122.6% | -97.4% | +8.4% |
| 1Y | +29.3% | +133.0% | -103.7% | +11.2% |
| 3Y | -20.3% | +367.1% | -387.4% | -39.8% |
| 5Y | -3.6% | +504.7% | -508.3% | -31.4% |
| 10Y | +227.5% | +887.2% | -659.8% | +107.5% |
| All | +3,921.1% | +3,319.4% | +601.7% | +1,923.4% |
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