+5.6%
UNH vs DRI
+71.2%
-65.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.8% | +2.8% | +1.2% |
| 7D | +1.1% | -1.2% | +2.4% | +1.3% |
| 30D | -1.5% | -0.4% | -1.1% | -1.5% |
| 3M | -0.8% | +9.5% | -10.4% | -2.3% |
| 6M | +41.8% | +6.5% | +35.4% | +40.2% |
| YTD | +23.1% | +18.4% | +4.7% | +19.2% |
| 1Y | +28.5% | +4.2% | +24.3% | +26.8% |
| 3Y | -11.8% | +57.1% | -68.8% | -19.3% |
| All | +5.6% | +71.2% | -65.7% | -5.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling