-11.8%
UNH vs D
+65.5%
-77.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.6% | +0.4% | +0.9% |
| 7D | +1.1% | +0.8% | +0.4% | +1.1% |
| 30D | -1.5% | -0.7% | -0.8% | -1.5% |
| 3M | -0.8% | +2.1% | -2.9% | -1.1% |
| 6M | +41.8% | +6.8% | +35.0% | +40.6% |
| YTD | +23.1% | +16.5% | +6.5% | +20.7% |
| 1Y | +28.5% | +19.2% | +9.4% | +25.7% |
| 3Y | -11.8% | +61.9% | -73.6% | -14.6% |
| All | -11.8% | +65.5% | -77.3% | -14.6% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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