+11,253.7%
UNH vs DRI
+7,577.6%
+3,676.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.8% |
| 7D | +1.1% | +0.6% | +0.5% | +0.9% |
| 30D | -3.8% | +3.8% | -7.6% | -4.7% |
| 3M | +0.7% | +13.0% | -12.3% | -2.4% |
| 6M | +37.9% | +8.3% | +29.6% | +34.5% |
| YTD | +21.9% | +20.6% | +1.3% | +15.6% |
| 1Y | +31.4% | +6.5% | +24.9% | +28.3% |
| 3Y | -11.4% | +53.7% | -65.1% | -22.2% |
| 5Y | +2.5% | +72.7% | -70.1% | -14.0% |
| 10Y | +242.9% | +363.2% | -120.3% | +108.0% |
| All | +11,253.7% | +7,577.6% | +3,676.1% | +3,779.6% |
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 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