+5.3%
UNH vs HD
+8.2%
-2.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.3% | +3.2% | +1.4% |
| 7D | +1.1% | -1.2% | +2.3% | +1.4% |
| 30D | -1.5% | -11.1% | +9.6% | +0.8% |
| 3M | -0.8% | +2.0% | -2.9% | -1.6% |
| 6M | +41.8% | -10.5% | +52.3% | +44.7% |
| YTD | +23.1% | -6.9% | +29.9% | +24.3% |
| 1Y | +28.5% | -23.2% | +51.7% | +35.5% |
| 3Y | -11.8% | +3.1% | -14.8% | -13.9% |
| 5Y | +5.3% | +7.4% | -2.0% | -6.1% |
| All | +5.3% | +8.2% | -2.9% | -6.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling