+228.4%
UNH vs HD
+211.5%
+16.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.0% | -3.4% | -2.8% |
| 7D | -4.5% | -3.8% | -0.7% | -3.0% |
| 30D | -6.5% | -9.4% | +2.9% | -2.7% |
| 3M | -6.0% | -4.6% | -1.4% | -4.7% |
| 6M | +33.7% | -10.1% | +43.7% | +38.2% |
| YTD | +16.4% | -8.3% | +24.7% | +19.1% |
| 1Y | +10.1% | -25.0% | +35.1% | +22.9% |
| 3Y | -16.3% | +1.5% | -17.9% | -20.8% |
| 5Y | +2.1% | +5.6% | -3.5% | -8.8% |
| All | +228.4% | +211.5% | +16.9% | +78.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HD.
Daily Out/Under-Performance
Portfolio return minus HD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HD 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 HD 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