-13.2%
UNH vs DAR
+9.6%
-22.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.6% | -2.5% | -2.0% |
| 7D | -1.7% | -0.2% | -1.5% | -1.6% |
| 30D | -3.8% | +7.4% | -11.3% | -4.3% |
| 3M | -4.3% | +15.7% | -20.0% | -5.2% |
| 6M | +38.6% | +30.0% | +8.6% | +36.1% |
| YTD | +20.7% | +87.5% | -66.8% | +15.3% |
| 1Y | +16.0% | +113.4% | -97.4% | +9.7% |
| All | -13.2% | +9.6% | -22.8% | -12.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling