+244.5%
UNH vs DOC
-2.1%
+246.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.8% | +0.9% | -0.4% |
| 7D | +1.1% | -1.5% | +2.5% | +1.5% |
| 30D | -3.8% | -4.8% | +1.0% | -2.5% |
| 3M | +0.7% | +6.9% | -6.1% | -1.1% |
| 6M | +37.9% | +20.7% | +17.1% | +29.9% |
| YTD | +21.9% | +34.1% | -12.2% | +11.2% |
| 1Y | +31.4% | +22.6% | +8.7% | +22.6% |
| 3Y | -11.4% | +20.8% | -32.2% | -18.6% |
| 5Y | +2.5% | -24.9% | +27.4% | +9.7% |
| All | +244.5% | -2.1% | +246.6% | +220.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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