+134,607.8%
UNH vs DE
+14,495.7%
+120,112.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.8% |
| 7D | -1.7% | -3.0% | +1.4% | -0.8% |
| 30D | -3.8% | +11.1% | -15.0% | -6.8% |
| 3M | -4.3% | +17.6% | -21.9% | -9.0% |
| 6M | +38.6% | +13.6% | +25.0% | +32.5% |
| YTD | +20.7% | +46.3% | -25.6% | +6.9% |
| 1Y | +16.0% | +44.2% | -28.2% | +3.1% |
| 3Y | -13.5% | +76.6% | -90.1% | -28.8% |
| 5Y | +3.5% | +98.2% | -94.7% | -19.8% |
| 10Y | +245.3% | +863.5% | -618.2% | +64.7% |
| All | +134,607.8% | +14,495.7% | +120,112.1% | +24,272.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling