+5.9%
UNH vs FITB
+67.6%
-61.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.4% | -1.8% |
| 7D | -1.7% | -0.4% | -1.3% | -1.6% |
| 30D | -3.8% | -5.1% | +1.3% | -3.0% |
| 3M | -4.3% | +3.5% | -7.8% | -4.8% |
| 6M | +38.6% | +17.2% | +21.4% | +35.1% |
| YTD | +20.7% | +17.6% | +3.0% | +17.3% |
| 1Y | +16.0% | +23.4% | -7.4% | +11.8% |
| 3Y | -13.5% | +129.7% | -143.2% | -24.3% |
| All | +5.9% | +67.6% | -61.8% | -4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FITB.
Daily Out/Under-Performance
Portfolio return minus FITB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FITB 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 5y: compounded portfolio wealth divided by compounded FITB 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…
5y analysis · Full analysis span regression · 6 months rolling