+229.3%
UNH vs DOC
+14.9%
+214.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.2% | -3.1% | -3.3% |
| 7D | -3.7% | +6.2% | -9.9% | -5.3% |
| 30D | +5.2% | +6.5% | -1.3% | +3.2% |
| 3M | -3.5% | -6.2% | +2.7% | -1.9% |
| 6M | +10.0% | +25.6% | -15.5% | +2.6% |
| YTD | +22.2% | +32.1% | -9.8% | +11.8% |
| 1Y | +24.0% | +20.3% | +3.7% | +16.4% |
| 3Y | -20.6% | +42.7% | -63.4% | -30.8% |
| 5Y | -5.0% | -22.2% | +17.2% | +0.3% |
| All | +229.3% | +14.9% | +214.4% | +191.1% |
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