+236.3%
UNH vs DIA
+250.4%
-14.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.6% |
| 7D | -3.2% | -3.0% | -0.1% | -0.3% |
| 30D | -3.5% | -3.0% | -0.5% | -0.7% |
| 3M | -4.2% | +4.5% | -8.7% | -8.3% |
| 6M | +38.3% | +9.8% | +28.5% | +26.0% |
| YTD | +19.2% | +9.3% | +9.9% | +9.2% |
| 1Y | +15.0% | +16.0% | -1.0% | -0.3% |
| 3Y | -14.5% | +57.7% | -72.3% | -45.2% |
| 5Y | +4.6% | +63.8% | -59.2% | -35.9% |
| All | +236.3% | +250.4% | -14.1% | -5.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling