+109.7%
UNH vs DBX
+20.9%
+88.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.3% | -2.5% | -1.4% |
| 7D | -3.2% | -1.8% | -1.3% | -2.9% |
| 30D | -3.5% | +2.8% | -6.3% | -4.0% |
| 3M | -4.2% | +26.8% | -30.9% | -8.0% |
| 6M | +38.3% | +32.8% | +5.5% | +31.1% |
| YTD | +19.2% | +26.1% | -6.9% | +13.9% |
| 1Y | +15.0% | +14.1% | +0.8% | +11.4% |
| 3Y | -14.5% | +25.7% | -40.2% | -20.0% |
| 5Y | +4.6% | +11.2% | -6.6% | -1.8% |
| All | +109.7% | +20.9% | +88.9% | +72.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling