+27.0%
UNH vs DECK
+11.2%
+15.8%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +6.0% | -4.7% | +0.7% |
| 7D | +0.6% | +10.4% | -9.8% | -0.3% |
| 30D | +8.1% | +11.1% | -3.0% | +7.1% |
| 3M | +1.1% | -10.8% | +11.8% | +1.9% |
| 6M | +11.7% | -8.7% | +20.5% | +12.6% |
| YTD | +26.5% | -14.0% | +40.5% | +28.0% |
| 1Y | +27.0% | +12.0% | +15.0% | +17.9% |
| All | +27.0% | +11.2% | +15.8% | +17.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DECK.
Daily Out/Under-Performance
Portfolio return minus DECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DECK 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 DECK 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