-16.3%
UNH vs HL
+391.6%
-407.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.2% | -1.2% | -2.3% |
| 7D | -4.5% | -4.4% | -0.2% | -4.3% |
| 30D | -6.5% | +9.3% | -15.8% | -7.2% |
| 3M | -6.0% | +32.0% | -38.0% | -8.1% |
| 6M | +33.7% | -6.4% | +40.1% | +33.4% |
| YTD | +16.4% | +3.1% | +13.3% | +15.7% |
| 1Y | +10.1% | +77.6% | -67.5% | +5.8% |
| 3Y | -16.3% | +392.8% | -409.1% | -23.8% |
| All | -16.3% | +391.6% | -407.9% | -23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HL.
Daily Out/Under-Performance
Portfolio return minus HL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HL 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 HL 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