+81.2%
UNH vs DOW
-15.4%
+96.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.5% | +0.8% |
| 7D | +1.1% | -2.9% | +4.1% | +1.8% |
| 30D | -1.5% | +2.0% | -3.5% | -2.1% |
| 3M | -0.8% | -12.5% | +11.7% | +1.6% |
| 6M | +41.8% | -9.2% | +51.0% | +42.7% |
| YTD | +23.1% | +30.8% | -7.7% | +12.9% |
| 1Y | +28.5% | +29.4% | -0.9% | +17.5% |
| 3Y | -11.8% | -34.6% | +22.8% | -6.7% |
| 5Y | +5.3% | -35.9% | +41.3% | +10.0% |
| All | +81.2% | -15.4% | +96.6% | +41.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling