-0.5%
UNH vs HL
+235.2%
-235.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.2% | -1.2% | -2.3% |
| 7D | -4.5% | -4.4% | -0.2% | -4.2% |
| 30D | -6.5% | +9.3% | -15.8% | -7.3% |
| 3M | -6.0% | +32.0% | -38.0% | -8.2% |
| 6M | +33.7% | -6.4% | +40.1% | +33.3% |
| YTD | +16.4% | +3.1% | +13.3% | +15.2% |
| 1Y | +10.1% | +77.6% | -67.5% | +4.5% |
| 3Y | -16.3% | +392.8% | -409.1% | -27.4% |
| All | -0.5% | +235.2% | -235.7% | -13.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling