+27.0%
UNH vs DIA
+15.0%
+12.1%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.1% | -1.9% | -1.1% |
| 7D | +0.6% | +1.6% | -1.0% | -0.7% |
| 30D | +8.1% | +4.1% | +4.0% | +4.8% |
| 3M | +1.1% | -1.0% | +2.1% | +1.9% |
| 6M | +11.7% | +9.7% | +2.1% | +2.7% |
| YTD | +26.5% | +12.2% | +14.3% | +13.2% |
| 1Y | +27.0% | +14.9% | +12.2% | +9.4% |
| All | +27.0% | +15.0% | +12.1% | +9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DIA.
Daily Out/Under-Performance
Portfolio return minus DIA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIA 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 1y: compounded portfolio wealth divided by compounded DIA 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…
1y analysis · Full analysis span regression · 6 months rolling