+31.4%
UNH vs EEM
+41.0%
-9.6%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.8% | -2.8% | -1.0% |
| 7D | +1.1% | +2.3% | -1.3% | +1.0% |
| 30D | -3.8% | +4.5% | -8.3% | -4.0% |
| 3M | +0.7% | -0.1% | +0.8% | +0.7% |
| 6M | +37.9% | +16.9% | +20.9% | +32.1% |
| YTD | +21.9% | +26.2% | -4.3% | +11.2% |
| 1Y | +31.4% | +40.5% | -9.1% | +8.3% |
| All | +31.4% | +41.0% | -9.6% | +8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EEM.
Daily Out/Under-Performance
Portfolio return minus EEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EEM 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 1y: compounded portfolio wealth divided by compounded EEM 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…
1y analysis · Full analysis span regression · 6 months rolling