+11,620.5%
UNH vs DRI
+8,063.5%
+3,557.0%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.2% | +0.5% |
| 7D | +3.4% | +1.1% | +2.3% | +3.1% |
| 30D | +3.0% | +9.7% | -6.7% | +0.7% |
| 3M | +2.7% | +3.2% | -0.4% | +1.8% |
| 6M | +2.8% | +20.6% | -17.8% | -2.2% |
| YTD | +25.9% | +28.3% | -2.4% | +17.5% |
| 1Y | +25.8% | +34.5% | -8.7% | +16.0% |
| 3Y | -20.0% | +66.5% | -86.6% | -31.1% |
| 5Y | -2.8% | +79.6% | -82.5% | -19.2% |
| 10Y | +228.7% | +333.8% | -105.1% | +102.4% |
| All | +11,620.5% | +8,063.5% | +3,557.0% | +3,841.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling