+228.4%
UNH vs ETN
+730.7%
-502.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +4.0% | -6.3% | -3.5% |
| 7D | -4.5% | +3.5% | -8.1% | -5.5% |
| 30D | -6.5% | -7.5% | +1.0% | -4.6% |
| 3M | -6.0% | +8.3% | -14.3% | -9.2% |
| 6M | +33.7% | +20.2% | +13.5% | +24.0% |
| YTD | +16.4% | +34.7% | -18.3% | +3.6% |
| 1Y | +10.1% | +19.4% | -9.4% | +1.3% |
| 3Y | -16.3% | +85.5% | -101.8% | -39.2% |
| 5Y | +2.1% | +186.6% | -184.5% | -41.3% |
| All | +228.4% | +730.7% | -502.3% | +14.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling