+3.5%
UNH vs HDB
-38.7%
+42.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.8% | -0.2% | -1.8% |
| 7D | -1.7% | -4.9% | +3.2% | -1.3% |
| 30D | -3.8% | -5.8% | +2.0% | -3.4% |
| 3M | -4.3% | -5.2% | +0.9% | -4.0% |
| 6M | +38.6% | -25.7% | +64.3% | +41.2% |
| YTD | +20.7% | -39.6% | +60.3% | +24.8% |
| 1Y | +16.0% | -36.9% | +52.9% | +19.5% |
| 3Y | -13.5% | -29.7% | +16.3% | -12.3% |
| 5Y | +3.5% | -37.8% | +41.3% | +4.7% |
| All | +3.5% | -38.7% | +42.2% | +4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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