+136,006.0%
UNH vs D
+2,347.4%
+133,658.6%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.4% | +0.5% | -0.4% |
| 7D | +1.1% | +0.4% | +0.6% | +0.9% |
| 30D | -3.8% | -3.6% | -0.2% | -2.4% |
| 3M | +0.7% | -1.0% | +1.7% | +1.0% |
| 6M | +37.9% | +6.3% | +31.6% | +33.6% |
| YTD | +21.9% | +14.7% | +7.2% | +14.3% |
| 1Y | +31.4% | +16.9% | +14.4% | +22.1% |
| 3Y | -11.4% | +56.8% | -68.2% | -29.2% |
| 5Y | +2.5% | +5.2% | -2.7% | -3.9% |
| 10Y | +242.9% | +35.9% | +207.0% | +180.3% |
| All | +136,006.0% | +2,347.4% | +133,658.6% | +27,724.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling