+27.0%
UNH vs ETN
-1.0%
+28.0%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ETN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -9.9% | +11.1% | +0.9% |
| 7D | +0.6% | -10.1% | +10.7% | +0.2% |
| 30D | +8.1% | -18.4% | +26.5% | +7.6% |
| 3M | +1.1% | -20.4% | +21.5% | +0.7% |
| 6M | +11.7% | -16.0% | +27.7% | +11.2% |
| YTD | +26.5% | +11.8% | +14.7% | +25.4% |
| 1Y | +27.0% | -5.5% | +32.5% | +29.0% |
| All | +27.0% | -1.0% | +28.0% | +29.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ETN.
Daily Out/Under-Performance
Portfolio return minus ETN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETN 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 ETN 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