-1.1%
UNH vs EAT
+363.9%
-365.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.2% | +0.6% |
| 7D | +3.4% | -4.0% | +7.4% | +3.6% |
| 30D | +3.0% | -2.9% | +5.9% | +3.1% |
| 3M | +2.7% | -16.9% | +19.6% | +3.6% |
| 6M | +2.8% | +57.0% | -54.2% | +0.3% |
| YTD | +25.9% | +38.2% | -12.3% | +23.3% |
| 1Y | +25.8% | +69.3% | -43.5% | +21.8% |
| 3Y | -20.0% | +483.0% | -503.0% | -28.3% |
| All | -1.1% | +363.9% | -365.0% | -10.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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