-13.0%
UNH vs DAL
+99.7%
-112.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.8% | -2.8% | -1.1% |
| 7D | +1.1% | +0.1% | +0.9% | +1.0% |
| 30D | -3.8% | -13.9% | +10.1% | -2.6% |
| 3M | +0.7% | +1.1% | -0.3% | +0.6% |
| 6M | +37.9% | +26.2% | +11.6% | +34.7% |
| YTD | +21.9% | +16.4% | +5.5% | +19.8% |
| 1Y | +31.4% | +33.9% | -2.5% | +27.5% |
| All | -13.0% | +99.7% | -112.7% | -16.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 DAL 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