+3.5%
UNH vs DIA
+63.0%
-59.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.2% | -1.3% |
| 7D | -1.7% | -1.2% | -0.4% | -0.7% |
| 30D | -3.8% | -2.7% | -1.1% | -1.7% |
| 3M | -4.3% | +3.3% | -7.6% | -6.9% |
| 6M | +38.6% | +10.4% | +28.2% | +27.5% |
| YTD | +20.7% | +10.0% | +10.7% | +11.5% |
| 1Y | +16.0% | +16.2% | -0.2% | +2.7% |
| 3Y | -13.5% | +58.7% | -72.2% | -40.0% |
| 5Y | +3.5% | +63.6% | -60.1% | -30.2% |
| All | +3.5% | +63.0% | -59.5% | -30.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling