-1.7%
UNH vs DOC
-21.9%
+20.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.1% | -1.9% | +0.7% |
| 7D | +0.6% | +8.7% | -8.2% | -0.8% |
| 30D | +8.1% | +7.6% | +0.5% | +6.8% |
| 3M | +1.1% | -5.3% | +6.3% | +1.9% |
| 6M | +11.7% | +27.6% | -15.9% | +7.5% |
| YTD | +26.5% | +32.4% | -5.9% | +20.6% |
| 1Y | +27.0% | +22.9% | +4.2% | +22.6% |
| 3Y | -17.9% | +43.1% | -61.0% | -23.6% |
| All | -1.7% | -21.9% | +20.2% | +8.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling