+825.4%
UNH vs EMB
+126.5%
+698.9%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | +1.0% |
| 7D | +2.4% | -0.7% | +3.1% | +2.8% |
| 30D | +7.2% | +0.5% | +6.7% | +6.9% |
| 3M | +0.5% | -2.5% | +3.0% | +2.0% |
| 6M | +3.4% | -2.0% | +5.4% | +4.7% |
| YTD | +25.2% | -0.9% | +26.0% | +25.8% |
| 1Y | +22.7% | -0.3% | +23.0% | +22.9% |
| 3Y | -20.3% | +29.2% | -49.5% | -32.1% |
| 5Y | -3.4% | +7.4% | -10.8% | -7.6% |
| 10Y | +226.8% | +35.8% | +191.0% | +173.1% |
| All | +825.4% | +126.5% | +698.9% | +588.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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