+228.0%
UNH vs DOC
+15.7%
+212.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.1% | -0.6% |
| 7D | -3.2% | +6.5% | -9.6% | -4.9% |
| 30D | +4.8% | +9.2% | -4.3% | +2.2% |
| 3M | -1.8% | -2.5% | +0.7% | -1.3% |
| 6M | +8.6% | +7.1% | +1.5% | +6.3% |
| YTD | +21.8% | +33.0% | -11.2% | +11.2% |
| 1Y | +25.8% | +23.3% | +2.6% | +17.3% |
| 3Y | -21.3% | +44.9% | -66.3% | -31.8% |
| 5Y | -5.3% | -21.6% | +16.3% | -0.3% |
| All | +228.0% | +15.7% | +212.3% | +189.3% |
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