+137,274.1%
UNH vs EFX
+6,208.7%
+131,065.5%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.1% | +4.0% | +1.8% |
| 7D | +1.1% | -7.8% | +9.0% | +3.3% |
| 30D | -1.5% | -5.7% | +4.2% | -0.2% |
| 3M | -0.8% | +2.5% | -3.4% | -2.3% |
| 6M | +41.8% | -16.7% | +58.5% | +47.1% |
| YTD | +23.1% | -20.2% | +43.3% | +28.5% |
| 1Y | +28.5% | -31.4% | +59.9% | +39.6% |
| 3Y | -11.8% | -10.5% | -1.3% | -14.2% |
| 5Y | +5.3% | -35.2% | +40.6% | +9.4% |
| 10Y | +247.4% | +40.2% | +207.3% | +175.1% |
| All | +137,274.1% | +6,208.7% | +131,065.5% | +40,159.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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