+27.0%
UNH vs FOXA
+11.1%
+16.0%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.8% | -2.6% | +0.9% |
| 7D | +0.6% | +9.9% | -9.3% | -0.3% |
| 30D | +8.1% | +10.0% | -1.8% | +7.3% |
| 3M | +1.1% | +18.4% | -17.3% | +0.1% |
| 6M | +11.7% | +12.2% | -0.4% | +10.3% |
| YTD | +26.5% | -3.8% | +30.3% | +36.8% |
| 1Y | +27.0% | +8.9% | +18.1% | +34.1% |
| All | +27.0% | +11.1% | +16.0% | +34.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FOXA.
Daily Out/Under-Performance
Portfolio return minus FOXA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FOXA 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 1y: compounded portfolio wealth divided by compounded FOXA 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…
1y analysis · Full analysis span regression · 6 months rolling