+25.8%
UNH vs DRI
+34.4%
-8.6%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.2% | +0.5% |
| 7D | +3.4% | +1.1% | +2.3% | +3.3% |
| 30D | +3.0% | +9.7% | -6.7% | +2.1% |
| 3M | +2.7% | +3.2% | -0.4% | +2.2% |
| 6M | +2.8% | +20.6% | -17.8% | +1.6% |
| YTD | +25.9% | +28.3% | -2.4% | +16.1% |
| 1Y | +25.8% | +34.5% | -8.7% | +11.0% |
| All | +25.8% | +34.4% | -8.6% | +11.0% |
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