-21.0%
UNH vs DOC
+43.2%
-64.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.2% | -3.1% | -3.3% |
| 7D | -3.7% | +6.2% | -9.9% | -4.4% |
| 30D | +5.2% | +6.5% | -1.3% | +4.3% |
| 3M | -3.5% | -6.2% | +2.7% | -2.8% |
| 6M | +10.0% | +25.6% | -15.5% | +7.5% |
| YTD | +22.2% | +32.1% | -9.8% | +18.3% |
| 1Y | +24.0% | +20.3% | +3.7% | +21.3% |
| All | -21.0% | +43.2% | -64.2% | -21.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling