+236.3%
UNH vs EQT
+52.9%
+183.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.6% | -1.8% | -1.3% |
| 7D | -3.2% | -1.2% | -2.0% | -3.1% |
| 30D | -3.5% | +1.1% | -4.5% | -3.6% |
| 3M | -4.2% | +4.8% | -9.0% | -4.7% |
| 6M | +38.3% | -10.6% | +48.9% | +39.5% |
| YTD | +19.2% | +3.4% | +15.8% | +18.7% |
| 1Y | +15.0% | +8.7% | +6.3% | +13.9% |
| 3Y | -14.5% | +35.0% | -49.5% | -18.1% |
| 5Y | +4.6% | +204.2% | -199.7% | -10.0% |
| All | +236.3% | +52.9% | +183.5% | +169.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 10y: compounded portfolio wealth divided by compounded EQT 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…
10y analysis · Full analysis span regression · 6 months rolling