-16.3%
UNH vs AU
+577.5%
-593.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.5% | -2.9% | -2.4% |
| 7D | -4.5% | -4.3% | -0.3% | -4.4% |
| 30D | -6.5% | +7.3% | -13.8% | -6.8% |
| 3M | -6.0% | +26.3% | -32.3% | -7.0% |
| 6M | +33.7% | +1.8% | +31.9% | +33.0% |
| YTD | +16.4% | +26.8% | -10.4% | +14.6% |
| 1Y | +10.1% | +66.7% | -56.6% | +7.4% |
| 3Y | -16.3% | +579.1% | -595.4% | -17.1% |
| All | -16.3% | +577.5% | -593.8% | -17.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 3y: compounded portfolio wealth divided by compounded AU 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…
3y analysis · Full analysis span regression · 6 months rolling