+138,844.1%
UNH vs ED
+2,474.3%
+136,369.8%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.5% | -0.5% |
| 7D | -1.6% | -0.9% | -0.7% | -1.2% |
| 30D | +6.5% | +11.2% | -4.7% | +1.9% |
| 3M | +0.8% | +11.8% | -11.0% | -3.8% |
| 6M | +6.1% | +14.1% | -8.0% | +0.2% |
| YTD | +24.5% | +23.0% | +1.5% | +13.6% |
| 1Y | +26.3% | +23.7% | +2.7% | +14.9% |
| 3Y | -20.7% | +47.7% | -68.5% | -34.0% |
| 5Y | -3.6% | +82.6% | -86.2% | -27.3% |
| 10Y | +225.1% | +141.8% | +83.3% | +112.0% |
| All | +138,844.1% | +2,474.3% | +136,369.8% | +29,005.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling