+6,376.2%
UNH vs FFIV
+6,091.4%
+284.8%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.1% | +2.0% | +1.9% |
| 7D | +0.2% | -4.2% | +4.3% | +0.5% |
| 30D | +6.8% | -33.9% | +40.7% | +9.6% |
| 3M | -0.3% | -22.6% | +22.3% | +1.2% |
| 6M | +7.9% | -10.4% | +18.3% | +8.2% |
| YTD | +25.1% | +24.3% | +0.8% | +22.6% |
| 1Y | +29.3% | +31.8% | -2.5% | +26.2% |
| 3Y | -20.3% | +99.5% | -119.8% | -24.7% |
| 5Y | -3.6% | +40.7% | -44.3% | -7.2% |
| 10Y | +227.5% | +126.9% | +100.6% | +203.8% |
| All | +6,376.2% | +6,091.4% | +284.8% | +5,702.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FFIV.
Daily Out/Under-Performance
Portfolio return minus FFIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FFIV 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 FFIV 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