+872.3%
UNH vs DAL
+329.9%
+542.4%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.8% | -2.8% | -1.3% |
| 7D | +1.1% | +0.1% | +0.9% | +1.0% |
| 30D | -3.8% | -13.9% | +10.1% | -1.2% |
| 3M | +0.7% | +1.1% | -0.3% | +0.3% |
| 6M | +37.9% | +26.2% | +11.6% | +31.2% |
| YTD | +21.9% | +16.4% | +5.5% | +17.4% |
| 1Y | +31.4% | +33.9% | -2.5% | +23.0% |
| 3Y | -11.4% | +93.4% | -104.8% | -25.0% |
| 5Y | +2.5% | +106.4% | -103.8% | -16.8% |
| 10Y | +242.9% | +143.0% | +99.9% | +152.4% |
| All | +872.3% | +329.9% | +542.4% | +370.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling