+2,122.1%
UNH vs EEM
+862.7%
+1,259.3%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.8% |
| 7D | +1.1% | +3.1% | -1.9% | -0.3% |
| 30D | -1.5% | +4.9% | -6.4% | -3.8% |
| 3M | -0.8% | +5.2% | -6.1% | -3.9% |
| 6M | +41.8% | +20.7% | +21.1% | +27.7% |
| YTD | +23.1% | +26.5% | -3.4% | +8.1% |
| 1Y | +28.5% | +37.8% | -9.3% | +8.3% |
| 3Y | -11.8% | +91.0% | -102.7% | -37.3% |
| 5Y | +5.3% | +47.0% | -41.7% | -16.5% |
| 10Y | +247.4% | +125.6% | +121.9% | +120.7% |
| All | +2,122.1% | +862.7% | +1,259.3% | +744.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling