-3.9%
UNH vs FLEX
+473.3%
-477.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.8% | -4.3% | -0.7% |
| 7D | -1.6% | +2.2% | -3.8% | -1.7% |
| 30D | +6.5% | -32.6% | +39.1% | +8.0% |
| 3M | +0.8% | -35.5% | +36.3% | +2.4% |
| 6M | +6.1% | -45.6% | +51.6% | +8.2% |
| YTD | +24.5% | +30.7% | -6.2% | +18.6% |
| 1Y | +26.3% | +28.4% | -2.0% | +20.4% |
| 3Y | -20.7% | +301.7% | -322.4% | -33.5% |
| All | -3.9% | +473.3% | -477.2% | -25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 FLEX 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