-3.6%
UNH vs DOC
-20.4%
+16.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.5% |
| 7D | -1.6% | +1.0% | -2.6% | -1.7% |
| 30D | +6.5% | +8.1% | -1.7% | +5.1% |
| 3M | +0.8% | +0.9% | -0.1% | +0.6% |
| 6M | +6.1% | +6.3% | -0.2% | +5.0% |
| YTD | +24.5% | +33.8% | -9.3% | +18.5% |
| 1Y | +26.3% | +21.6% | +4.7% | +22.1% |
| 3Y | -20.7% | +53.4% | -74.1% | -27.3% |
| 5Y | -3.6% | -21.0% | +17.4% | +6.2% |
| All | -3.6% | -20.4% | +16.8% | +6.2% |
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