+25.8%
UNH vs FE
+5.8%
+20.0%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.5% | +0.6% |
| 7D | +3.4% | +1.2% | +2.1% | +3.4% |
| 30D | +3.0% | +4.5% | -1.5% | +2.9% |
| 3M | +2.7% | +1.3% | +1.4% | +2.5% |
| 6M | +2.8% | +8.7% | -5.9% | +4.3% |
| YTD | +25.9% | +9.2% | +16.7% | +31.0% |
| 1Y | +25.8% | +7.0% | +18.8% | +31.0% |
| All | +25.8% | +5.8% | +20.0% | +31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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