-14.3%
UNH vs IAG
+796.9%
-811.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.2% | +1.0% | -1.1% |
| 7D | -3.2% | -4.1% | +0.9% | -3.0% |
| 30D | -3.5% | +10.6% | -14.1% | -4.0% |
| 3M | -4.2% | +35.4% | -39.5% | -5.8% |
| 6M | +38.3% | -9.5% | +47.9% | +38.4% |
| YTD | +19.2% | +21.8% | -2.6% | +17.1% |
| 1Y | +15.0% | +84.1% | -69.2% | +10.6% |
| All | -14.3% | +796.9% | -811.2% | -18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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