+137,274.1%
UNH vs EIX
+1,137.3%
+136,136.8%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.5% | -3.6% | -0.1% |
| 7D | +1.1% | +0.9% | +0.2% | +0.8% |
| 30D | -1.5% | -13.5% | +12.0% | +0.7% |
| 3M | -0.8% | -15.3% | +14.4% | +1.8% |
| 6M | +41.8% | -15.3% | +57.1% | +45.4% |
| YTD | +23.1% | +2.7% | +20.3% | +20.1% |
| 1Y | +28.5% | +17.4% | +11.1% | +21.3% |
| 3Y | -11.8% | -1.3% | -10.4% | -15.0% |
| 5Y | +5.3% | +27.2% | -21.8% | -5.4% |
| 10Y | +247.4% | +22.7% | +224.7% | +204.8% |
| All | +137,274.1% | +1,137.3% | +136,136.8% | +51,525.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded EIX 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling