+10.1%
UNH vs EXE
+1.0%
+9.0%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.1% | -0.3% | -2.1% |
| 7D | -4.5% | -3.1% | -1.4% | -4.1% |
| 30D | -6.5% | -0.9% | -5.6% | -6.4% |
| 3M | -6.0% | +9.6% | -15.5% | -7.4% |
| 6M | +33.7% | -11.6% | +45.3% | +36.7% |
| YTD | +16.4% | -12.6% | +28.9% | +19.4% |
| 1Y | +10.1% | +1.2% | +8.9% | +12.2% |
| All | +10.1% | +1.0% | +9.0% | +12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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