+27.0%
UNH vs ELV
+42.6%
-15.6%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +4.9% | -3.7% | -1.9% |
| 7D | +0.6% | +4.8% | -4.2% | -2.5% |
| 30D | +8.1% | +10.1% | -1.9% | +1.5% |
| 3M | +1.1% | +15.4% | -14.3% | -8.4% |
| 6M | +11.7% | +17.7% | -6.0% | -1.9% |
| YTD | +26.5% | +25.7% | +0.8% | +10.3% |
| 1Y | +27.0% | +39.9% | -12.8% | +4.1% |
| All | +27.0% | +42.6% | -15.6% | +4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ELV.
Daily Out/Under-Performance
Portfolio return minus ELV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ELV 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 ELV 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