+214.3%
UNH vs DAR
+307.1%
-92.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.2% | -1.6% | +0.2% |
| 7D | +2.4% | +9.2% | -6.8% | +0.7% |
| 30D | +7.2% | -12.3% | +19.5% | +9.6% |
| 3M | +0.5% | -12.7% | +13.2% | +2.5% |
| 6M | +3.4% | -12.8% | +16.2% | +5.2% |
| YTD | +25.2% | +53.8% | -28.6% | +13.7% |
| 1Y | +22.7% | +60.3% | -37.6% | +10.4% |
| 3Y | -20.3% | +31.7% | -52.0% | -28.0% |
| 5Y | -3.4% | -27.7% | +24.4% | -3.2% |
| All | +214.3% | +307.1% | -92.8% | +77.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling