-14.3%
UNH vs FND
-50.8%
+36.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.3% | -1.1% |
| 7D | -3.2% | -5.1% | +1.9% | -2.9% |
| 30D | -3.5% | -22.5% | +19.1% | -1.9% |
| 3M | -4.2% | -5.0% | +0.8% | -4.1% |
| 6M | +38.3% | -21.5% | +59.8% | +40.4% |
| YTD | +19.2% | -23.0% | +42.2% | +20.6% |
| 1Y | +15.0% | -44.9% | +59.9% | +19.3% |
| All | -14.3% | -50.8% | +36.5% | -10.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling