+27.0%
UNH vs EEM
+14.8%
+12.2%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.4% | +1.2% |
| 7D | +0.6% | -3.0% | +3.6% | +0.5% |
| 30D | +8.1% | -10.3% | +18.5% | +8.1% |
| 3M | +1.1% | -6.6% | +7.7% | +1.0% |
| 6M | +11.7% | -3.4% | +15.1% | +10.5% |
| YTD | +26.5% | +13.2% | +13.2% | +19.6% |
| 1Y | +27.0% | +15.0% | +12.0% | +19.8% |
| All | +27.0% | +14.8% | +12.2% | +19.8% |
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