-16.3%
UNH vs DBX
+27.0%
-43.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.5% | -3.8% | -2.5% |
| 7D | -4.5% | +2.1% | -6.6% | -4.7% |
| 30D | -6.5% | +5.7% | -12.3% | -7.0% |
| 3M | -6.0% | +31.8% | -37.8% | -8.5% |
| 6M | +33.7% | +37.5% | -3.8% | +28.9% |
| YTD | +16.4% | +27.9% | -11.5% | +12.9% |
| 1Y | +10.1% | +15.0% | -5.0% | +7.6% |
| 3Y | -16.3% | +27.2% | -43.5% | -19.1% |
| All | -16.3% | +27.0% | -43.3% | -19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 DBX 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