-3.6%
UNH vs ED
+82.4%
-86.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.5% | -0.5% |
| 7D | -1.6% | -0.9% | -0.7% | -1.3% |
| 30D | +6.5% | +11.2% | -4.7% | +3.2% |
| 3M | +0.8% | +11.8% | -11.0% | -2.4% |
| 6M | +6.1% | +14.1% | -8.0% | +1.9% |
| YTD | +24.5% | +23.0% | +1.5% | +16.5% |
| 1Y | +26.3% | +23.7% | +2.7% | +17.9% |
| 3Y | -20.7% | +47.7% | -68.5% | -31.7% |
| 5Y | -3.6% | +82.6% | -86.2% | -26.3% |
| All | -3.6% | +82.4% | -86.0% | -26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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