+228.4%
UNH vs INDA
+84.7%
+143.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.0% | -3.3% | -2.8% |
| 7D | -4.5% | -2.7% | -1.9% | -3.4% |
| 30D | -6.5% | -2.8% | -3.8% | -5.4% |
| 3M | -6.0% | +1.6% | -7.6% | -6.8% |
| 6M | +33.7% | -1.4% | +35.1% | +33.9% |
| YTD | +16.4% | -10.1% | +26.5% | +21.6% |
| 1Y | +10.1% | -8.8% | +18.8% | +14.0% |
| 3Y | -16.3% | +7.6% | -23.9% | -21.9% |
| 5Y | +2.1% | +5.8% | -3.7% | -4.7% |
| All | +228.4% | +84.7% | +143.7% | +120.7% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 10y: compounded portfolio wealth divided by compounded INDA 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…
10y analysis · Full analysis span regression · 6 months rolling