-0.5%
UNH vs DHI
+61.2%
-61.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.7% | -4.1% | -2.6% |
| 7D | -4.5% | -3.4% | -1.1% | -4.2% |
| 30D | -6.5% | -5.4% | -1.1% | -6.0% |
| 3M | -6.0% | -10.4% | +4.5% | -5.0% |
| 6M | +33.7% | -2.8% | +36.4% | +33.5% |
| YTD | +16.4% | -3.4% | +19.8% | +16.2% |
| 1Y | +10.1% | -22.9% | +33.0% | +12.6% |
| 3Y | -16.3% | +20.7% | -37.0% | -20.9% |
| All | -0.5% | +61.2% | -61.7% | -13.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling