+12,577.7%
UNH vs DECK
+8,125.5%
+4,452.2%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +6.0% | -4.7% | +0.8% |
| 7D | +0.6% | +10.4% | -9.8% | -0.1% |
| 30D | +8.1% | +11.1% | -3.0% | +7.3% |
| 3M | +1.1% | -10.8% | +11.8% | +1.8% |
| 6M | +11.7% | -8.7% | +20.5% | +12.2% |
| YTD | +26.5% | -14.0% | +40.5% | +27.2% |
| 1Y | +27.0% | +12.0% | +15.0% | +25.4% |
| 3Y | -17.9% | -10.5% | -7.4% | -19.1% |
| 5Y | -1.9% | +28.5% | -30.4% | -6.8% |
| 10Y | +251.1% | +923.3% | -672.1% | +189.1% |
| All | +12,577.7% | +8,125.5% | +4,452.2% | +9,041.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling