+134,607.8%
UNH vs FISV
+10,091.3%
+124,516.5%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.3% | +2.4% | -0.8% |
| 7D | -1.7% | -6.4% | +4.8% | 0.0% |
| 30D | -3.8% | -6.8% | +3.0% | -2.3% |
| 3M | -4.3% | -10.0% | +5.7% | -2.4% |
| 6M | +38.6% | -20.6% | +59.2% | +45.4% |
| YTD | +20.7% | -27.6% | +48.3% | +29.2% |
| 1Y | +16.0% | -64.3% | +80.3% | +43.7% |
| 3Y | -13.5% | -60.0% | +46.5% | +1.5% |
| 5Y | +3.5% | -57.7% | +61.2% | +17.6% |
| 10Y | +245.3% | -3.0% | +248.3% | +216.9% |
| All | +134,607.8% | +10,091.3% | +124,516.5% | +45,998.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 FISV 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