+129,820.0%
UNH vs DHR
+54,669.2%
+75,150.9%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.2% | -2.2% | -2.3% |
| 7D | -4.5% | -3.6% | -0.9% | -3.5% |
| 30D | -6.5% | -2.7% | -3.8% | -5.9% |
| 3M | -6.0% | +10.9% | -16.9% | -9.7% |
| 6M | +33.7% | +3.0% | +30.6% | +31.0% |
| YTD | +16.4% | -12.2% | +28.6% | +19.6% |
| 1Y | +10.1% | +3.3% | +6.8% | +7.1% |
| 3Y | -16.3% | -8.2% | -8.1% | -17.3% |
| 5Y | +2.1% | -29.9% | +32.0% | +7.8% |
| 10Y | +233.1% | +208.5% | +24.6% | +122.9% |
| All | +129,820.0% | +54,669.2% | +75,150.9% | +15,673.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DHR.
Daily Out/Under-Performance
Portfolio return minus DHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHR 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 DHR 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