+136,006.1%
UNH vs FITB
+2,855.6%
+133,150.5%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.8% | -0.9% |
| 7D | +1.1% | +0.6% | +0.5% | +0.9% |
| 30D | -3.8% | -4.7% | +1.0% | -2.9% |
| 3M | +0.7% | +6.7% | -5.9% | -0.5% |
| 6M | +37.9% | +12.6% | +25.3% | +34.6% |
| YTD | +21.9% | +19.1% | +2.8% | +17.6% |
| 1Y | +31.4% | +22.6% | +8.7% | +25.9% |
| 3Y | -11.4% | +127.1% | -138.5% | -25.4% |
| 5Y | +2.5% | +71.8% | -69.3% | -11.0% |
| 10Y | +242.9% | +287.2% | -44.3% | +145.1% |
| All | +136,006.1% | +2,855.6% | +133,150.5% | +35,449.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling