+10.1%
UNH vs DE
+45.1%
-35.0%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.0% | -2.3% |
| 7D | -4.5% | -2.6% | -2.0% | -4.3% |
| 30D | -6.5% | +9.0% | -15.6% | -7.2% |
| 3M | -6.0% | +19.1% | -25.1% | -7.7% |
| 6M | +33.7% | +14.4% | +19.3% | +31.8% |
| YTD | +16.4% | +45.9% | -29.6% | +6.3% |
| 1Y | +10.1% | +43.6% | -33.5% | +1.2% |
| All | +10.1% | +45.1% | -35.0% | +1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 1y: compounded portfolio wealth divided by compounded DE 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…
1y analysis · Full analysis span regression · 6 months rolling