+229.3%
UNH vs DECK
+885.7%
-656.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.5% | -1.8% | -3.1% |
| 7D | -3.7% | +6.0% | -9.7% | -4.5% |
| 30D | +5.2% | +7.4% | -2.3% | +4.1% |
| 3M | -3.5% | -11.7% | +8.1% | -2.0% |
| 6M | +10.0% | -11.0% | +21.0% | +11.3% |
| YTD | +22.2% | -15.4% | +37.6% | +23.8% |
| 1Y | +24.0% | +7.2% | +16.7% | +21.3% |
| 3Y | -20.6% | -11.8% | -8.8% | -24.8% |
| 5Y | -5.0% | +24.3% | -29.3% | -18.2% |
| All | +229.3% | +885.7% | -656.3% | +104.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling