+4.6%
UNH vs HIG
+118.8%
-114.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.3% |
| 7D | -3.2% | -2.3% | -0.9% | -2.5% |
| 30D | -3.5% | -1.2% | -2.3% | -3.1% |
| 3M | -4.2% | +6.3% | -10.5% | -5.9% |
| 6M | +38.3% | +0.6% | +37.7% | +37.7% |
| YTD | +19.2% | +0.6% | +18.6% | +18.6% |
| 1Y | +15.0% | +6.1% | +8.9% | +12.4% |
| 3Y | -14.5% | +102.0% | -116.5% | -33.5% |
| 5Y | +4.6% | +119.2% | -114.6% | -22.9% |
| All | +4.6% | +118.8% | -114.2% | -22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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