-1.1%
UNH vs DIA
+57.3%
-58.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.4% | +0.5% |
| 7D | +3.4% | +2.1% | +1.2% | +1.6% |
| 30D | +3.0% | +1.5% | +1.5% | +1.8% |
| 3M | +2.7% | -2.4% | +5.2% | +4.6% |
| 6M | +2.8% | +6.0% | -3.2% | -2.1% |
| YTD | +25.9% | +10.1% | +15.8% | +16.2% |
| 1Y | +25.8% | +11.8% | +14.0% | +14.8% |
| 3Y | -20.0% | +59.7% | -79.7% | -44.4% |
| All | -1.1% | +57.3% | -58.4% | -30.6% |
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