+4,352.8%
UNH vs EQIX
+249.3%
+4,103.6%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.1% | -2.0% |
| 7D | -1.7% | +2.3% | -4.0% | -1.8% |
| 30D | -3.8% | +0.4% | -4.3% | -3.9% |
| 3M | -4.3% | -1.1% | -3.2% | -4.3% |
| 6M | +38.6% | +11.5% | +27.2% | +37.3% |
| YTD | +20.7% | +38.2% | -17.5% | +17.4% |
| 1Y | +16.0% | +36.7% | -20.7% | +12.9% |
| 3Y | -13.5% | +44.1% | -57.6% | -16.6% |
| 5Y | +3.5% | +34.8% | -31.3% | -0.2% |
| 10Y | +245.3% | +248.8% | -3.4% | +211.1% |
| All | +4,352.8% | +249.3% | +4,103.6% | +3,559.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EQIX.
Daily Out/Under-Performance
Portfolio return minus EQIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQIX 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 EQIX 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