+3,817.8%
UNH vs ASX
+3,515.0%
+302.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.2% | -1.0% |
| 7D | +1.1% | -0.7% | +1.8% | +1.2% |
| 30D | -3.8% | +2.0% | -5.8% | -4.2% |
| 3M | +0.7% | -1.3% | +2.1% | -0.2% |
| 6M | +37.9% | +71.4% | -33.6% | +25.6% |
| YTD | +21.9% | +135.3% | -113.4% | +6.0% |
| 1Y | +31.4% | +267.5% | -236.1% | +6.6% |
| 3Y | -11.4% | +388.5% | -399.9% | -32.8% |
| 5Y | +2.5% | +417.1% | -414.6% | -24.6% |
| 10Y | +242.9% | +872.7% | -629.9% | +119.9% |
| All | +3,817.8% | +3,515.0% | +302.7% | +1,877.0% |
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