+24.0%
UNH vs DAR
+55.8%
-31.9%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.1% | -0.3% | -3.4% |
| 7D | -3.7% | -8.1% | +4.4% | -3.9% |
| 30D | +5.2% | -17.1% | +22.3% | +4.6% |
| 3M | -3.5% | -12.3% | +8.7% | -4.2% |
| 6M | +10.0% | -21.8% | +31.9% | +10.1% |
| YTD | +22.2% | +40.8% | -18.6% | +10.5% |
| 1Y | +24.0% | +57.4% | -33.4% | +9.1% |
| All | +24.0% | +55.8% | -31.9% | +9.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 1y: compounded portfolio wealth divided by compounded DAR 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…
1y analysis · Full analysis span regression · 6 months rolling