+7,641.2%
UNH vs DAR
+1,762.6%
+5,878.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | -0.1% | -0.9% |
| 7D | +1.1% | +1.4% | -0.3% | +1.0% |
| 30D | -3.8% | +12.8% | -16.6% | -4.5% |
| 3M | +0.7% | +7.4% | -6.6% | +0.2% |
| 6M | +37.9% | +22.3% | +15.6% | +36.0% |
| YTD | +21.9% | +81.1% | -59.2% | +17.5% |
| 1Y | +31.4% | +106.5% | -75.1% | +25.4% |
| 3Y | -11.4% | +5.3% | -16.7% | -12.9% |
| 5Y | +2.5% | -11.5% | +14.1% | +1.1% |
| 10Y | +242.9% | +353.3% | -110.5% | +207.1% |
| All | +7,641.2% | +1,762.6% | +5,878.7% | +6,204.3% |
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