-0.5%
UNH vs FND
-63.3%
+62.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.0% | -3.4% | -2.4% |
| 7D | -4.5% | -5.8% | +1.2% | -4.1% |
| 30D | -6.5% | -20.2% | +13.7% | -4.9% |
| 3M | -6.0% | -12.0% | +6.0% | -5.3% |
| 6M | +33.7% | -18.5% | +52.2% | +35.3% |
| YTD | +16.4% | -22.3% | +38.6% | +17.9% |
| 1Y | +10.1% | -47.6% | +57.7% | +15.3% |
| 3Y | -16.3% | -49.8% | +33.4% | -13.5% |
| All | -0.5% | -63.3% | +62.8% | +4.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling