+7,674.2%
UNH vs AU
+789.2%
+6,885.0%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.6% | -2.6% | -2.0% |
| 7D | -1.7% | +0.6% | -2.3% | -1.7% |
| 30D | -3.8% | +12.3% | -16.1% | -4.7% |
| 3M | -4.3% | +29.4% | -33.6% | -6.3% |
| 6M | +38.6% | +3.2% | +35.4% | +37.4% |
| YTD | +20.7% | +31.8% | -11.1% | +17.2% |
| 1Y | +16.0% | +83.4% | -67.4% | +9.8% |
| 3Y | -13.5% | +623.1% | -636.6% | -26.9% |
| 5Y | +3.5% | +700.5% | -697.0% | -14.4% |
| 10Y | +245.3% | +717.6% | -472.2% | +172.7% |
| All | +7,674.2% | +789.2% | +6,885.0% | +5,603.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling