+137,274.1%
UNH vs DOC
+2,953.5%
+134,320.6%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.6% | +1.1% |
| 7D | +1.1% | -1.5% | +2.6% | +1.6% |
| 30D | -1.5% | -3.7% | +2.2% | -0.6% |
| 3M | -0.8% | +5.2% | -6.1% | -2.2% |
| 6M | +41.8% | +22.5% | +19.3% | +33.3% |
| YTD | +23.1% | +33.2% | -10.2% | +12.9% |
| 1Y | +28.5% | +19.8% | +8.7% | +21.1% |
| 3Y | -11.8% | +23.8% | -35.5% | -19.2% |
| 5Y | +5.3% | -25.4% | +30.7% | +9.7% |
| 10Y | +247.4% | -3.8% | +251.2% | +222.9% |
| All | +137,274.1% | +2,953.5% | +134,320.6% | +46,315.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling