+7,630.3%
UNH vs DAR
+1,334.0%
+6,296.3%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | -0.3% |
| 7D | -3.2% | -9.9% | +6.8% | -2.6% |
| 30D | +4.8% | -16.4% | +21.2% | +5.9% |
| 3M | -1.8% | -17.1% | +15.2% | -0.9% |
| 6M | +8.6% | -20.5% | +29.1% | +9.8% |
| YTD | +21.8% | +39.4% | -17.7% | +19.0% |
| 1Y | +25.8% | +57.2% | -31.4% | +22.1% |
| 3Y | -21.3% | +13.9% | -35.2% | -23.0% |
| 5Y | -5.3% | -40.8% | +35.5% | -4.5% |
| 10Y | +238.1% | +276.2% | -38.2% | +206.2% |
| All | +7,630.3% | +1,334.0% | +6,296.3% | +6,286.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling