-3.4%
UNH vs FITB
+47.5%
-50.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.5% | +0.7% |
| 7D | +2.4% | +0.8% | +1.5% | +2.2% |
| 30D | +7.2% | +7.3% | -0.1% | +6.1% |
| 3M | +0.5% | -6.3% | +6.8% | +1.5% |
| 6M | +3.4% | +12.6% | -9.1% | +1.5% |
| YTD | +25.2% | +18.0% | +7.2% | +21.6% |
| 1Y | +22.7% | +28.9% | -6.2% | +17.6% |
| 3Y | -20.3% | +139.4% | -159.7% | -30.3% |
| 5Y | -3.4% | +47.2% | -50.6% | -10.0% |
| All | -3.4% | +47.5% | -50.9% | -10.0% |
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