+71.3%
UNH vs DOW
-17.0%
+88.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.1% | -0.3% | -1.9% |
| 7D | -4.5% | -1.4% | -3.2% | -4.3% |
| 30D | -6.5% | -3.9% | -2.6% | -5.8% |
| 3M | -6.0% | -12.7% | +6.7% | -3.6% |
| 6M | +33.7% | -13.7% | +47.3% | +36.1% |
| YTD | +16.4% | +28.4% | -12.0% | +7.2% |
| 1Y | +10.1% | +21.8% | -11.7% | +2.1% |
| 3Y | -16.3% | -35.7% | +19.4% | -11.2% |
| 5Y | +2.1% | -36.8% | +38.9% | +6.9% |
| All | +71.3% | -17.0% | +88.3% | +34.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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