+31.4%
UNH vs DRI
+6.9%
+24.4%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.9% |
| 7D | +1.1% | +0.6% | +0.5% | +1.0% |
| 30D | -3.8% | +3.8% | -7.6% | -4.1% |
| 3M | +0.7% | +13.0% | -12.3% | -0.7% |
| 6M | +37.9% | +8.3% | +29.6% | +36.8% |
| YTD | +21.9% | +20.6% | +1.3% | +14.6% |
| 1Y | +31.4% | +6.5% | +24.9% | +27.6% |
| All | +31.4% | +6.9% | +24.4% | +27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 1y: compounded portfolio wealth divided by compounded DRI 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…
1y analysis · Full analysis span regression · 6 months rolling