+136,006.1%
UNH vs ETR
+4,412.2%
+131,593.9%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.5% | -0.8% |
| 7D | +1.1% | +1.4% | -0.4% | +0.6% |
| 30D | -3.8% | +1.0% | -4.8% | -4.1% |
| 3M | +0.7% | -1.3% | +2.0% | +1.0% |
| 6M | +37.9% | +1.9% | +36.0% | +36.0% |
| YTD | +21.9% | +18.2% | +3.8% | +14.0% |
| 1Y | +31.4% | +24.7% | +6.7% | +20.4% |
| 3Y | -11.4% | +150.7% | -162.1% | -38.4% |
| 5Y | +2.5% | +127.0% | -124.5% | -26.9% |
| 10Y | +242.9% | +295.5% | -52.6% | +99.1% |
| All | +136,006.1% | +4,412.2% | +131,593.9% | +42,765.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ETR.
Daily Out/Under-Performance
Portfolio return minus ETR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETR 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 ETR 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