+8,689.2%
UNH vs DGX
+8,631.6%
+57.6%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.8% | +0.6% | -0.6% |
| 7D | -3.2% | -3.5% | +0.3% | -2.1% |
| 30D | -3.5% | -2.7% | -0.8% | -2.7% |
| 3M | -4.2% | +13.9% | -18.1% | -8.4% |
| 6M | +38.3% | +16.0% | +22.3% | +31.3% |
| YTD | +19.2% | +34.9% | -15.7% | +7.2% |
| 1Y | +15.0% | +30.6% | -15.6% | +4.3% |
| 3Y | -14.5% | +93.0% | -107.5% | -32.6% |
| 5Y | +4.6% | +64.4% | -59.8% | -13.9% |
| 10Y | +241.1% | +248.1% | -6.9% | +118.4% |
| All | +8,689.2% | +8,631.6% | +57.6% | +3,346.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DGX.
Daily Out/Under-Performance
Portfolio return minus DGX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DGX 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 DGX 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