+228.4%
UNH vs DHI
+414.5%
-186.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.7% | -4.1% | -2.7% |
| 7D | -4.5% | -3.4% | -1.1% | -3.9% |
| 30D | -6.5% | -5.4% | -1.1% | -5.5% |
| 3M | -6.0% | -10.4% | +4.5% | -4.1% |
| 6M | +33.7% | -2.8% | +36.4% | +33.3% |
| YTD | +16.4% | -3.4% | +19.8% | +15.9% |
| 1Y | +10.1% | -22.9% | +33.0% | +15.1% |
| 3Y | -16.3% | +20.7% | -37.0% | -24.4% |
| 5Y | +2.1% | +62.1% | -60.0% | -17.8% |
| All | +228.4% | +414.5% | -186.1% | +75.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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