+3,563.6%
UNH vs FTI
+2,117.5%
+1,446.2%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.1% | +3.0% | +1.3% |
| 7D | +1.1% | -0.2% | +1.3% | +1.2% |
| 30D | -1.5% | +12.3% | -13.9% | -3.7% |
| 3M | -0.8% | +13.8% | -14.6% | -3.5% |
| 6M | +41.8% | +24.3% | +17.5% | +35.6% |
| YTD | +23.1% | +75.8% | -52.7% | +10.4% |
| 1Y | +28.5% | +99.6% | -71.1% | +12.4% |
| 3Y | -11.8% | +278.4% | -290.2% | -33.5% |
| 5Y | +5.3% | +1,168.7% | -1,163.3% | -40.1% |
| 10Y | +247.4% | +297.5% | -50.1% | +119.6% |
| All | +3,563.6% | +2,117.5% | +1,446.2% | +1,520.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FTI.
Daily Out/Under-Performance
Portfolio return minus FTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTI 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 all: compounded portfolio wealth divided by compounded FTI 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…
all analysis · Full analysis span regression · 6 months rolling