-11.8%
UNH vs HD
+3.5%
-15.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.3% | +3.2% | +1.2% |
| 7D | +1.1% | -1.2% | +2.3% | +1.3% |
| 30D | -1.5% | -11.1% | +9.6% | +0.1% |
| 3M | -0.8% | +2.0% | -2.9% | -1.4% |
| 6M | +41.8% | -10.5% | +52.3% | +44.1% |
| YTD | +23.1% | -6.9% | +29.9% | +24.2% |
| 1Y | +28.5% | -23.2% | +51.7% | +33.3% |
| 3Y | -11.8% | +3.1% | -14.8% | -7.9% |
| All | -11.8% | +3.5% | -15.2% | -7.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling