+4.6%
UNH vs DDOG
+56.4%
-51.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DDOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.6% | +0.4% | -1.2% |
| 7D | -3.2% | +3.2% | -6.4% | -3.3% |
| 30D | -3.5% | -10.2% | +6.7% | -3.1% |
| 3M | -4.2% | -2.6% | -1.6% | -4.2% |
| 6M | +38.3% | +80.1% | -41.8% | +34.7% |
| YTD | +19.2% | +63.0% | -43.8% | +16.2% |
| 1Y | +15.0% | +59.4% | -44.4% | +11.9% |
| 3Y | -14.5% | +127.0% | -141.6% | -18.8% |
| 5Y | +4.6% | +61.7% | -57.1% | +0.6% |
| All | +4.6% | +56.4% | -51.8% | +0.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DDOG.
Daily Out/Under-Performance
Portfolio return minus DDOG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DDOG 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 5y: compounded portfolio wealth divided by compounded DDOG 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…
5y analysis · Full analysis span regression · 6 months rolling