+27.0%
UNH vs FIS
-50.5%
+77.6%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -23.7% | +24.9% | +2.7% |
| 7D | +0.6% | -18.4% | +19.0% | +1.1% |
| 30D | +8.1% | -11.4% | +19.5% | +7.7% |
| 3M | +1.1% | -32.0% | +33.1% | +3.6% |
| 6M | +11.7% | -35.6% | +47.3% | +14.8% |
| YTD | +26.5% | -53.8% | +80.3% | +43.1% |
| 1Y | +27.0% | -51.1% | +78.1% | +40.5% |
| All | +27.0% | -50.5% | +77.6% | +40.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS 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 FIS 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