-16.3%
UNH vs ET
+96.2%
-112.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.8% | -1.5% | -2.3% |
| 7D | -4.5% | +0.2% | -4.8% | -4.6% |
| 30D | -6.5% | +2.9% | -9.4% | -6.6% |
| 3M | -6.0% | +16.8% | -22.8% | -6.5% |
| 6M | +33.7% | +18.9% | +14.8% | +33.0% |
| YTD | +16.4% | +37.7% | -21.3% | +16.0% |
| 1Y | +10.1% | +32.4% | -22.4% | +9.6% |
| 3Y | -16.3% | +99.5% | -115.8% | -19.3% |
| All | -16.3% | +96.2% | -112.5% | -19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ET.
Daily Out/Under-Performance
Portfolio return minus ET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ET 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 3y: compounded portfolio wealth divided by compounded ET 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…
3y analysis · Full analysis span regression · 6 months rolling