+152.9%
UNH vs FND
+56.5%
+96.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.0% | -3.4% | -2.5% |
| 7D | -4.5% | -5.8% | +1.2% | -3.7% |
| 30D | -6.5% | -20.2% | +13.7% | -3.5% |
| 3M | -6.0% | -12.0% | +6.0% | -4.7% |
| 6M | +33.7% | -18.5% | +52.2% | +36.2% |
| YTD | +16.4% | -22.3% | +38.6% | +18.9% |
| 1Y | +10.1% | -47.6% | +57.7% | +19.5% |
| 3Y | -16.3% | -49.8% | +33.4% | -11.4% |
| 5Y | +2.1% | -63.0% | +65.1% | +10.2% |
| All | +152.9% | +56.5% | +96.4% | +99.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 10y: compounded portfolio wealth divided by compounded FND 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…
10y analysis · Full analysis span regression · 6 months rolling