+10.1%
UNH vs INDA
-8.4%
+18.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.0% | -3.3% | -2.3% |
| 7D | -4.5% | -2.7% | -1.9% | -4.6% |
| 30D | -6.5% | -2.8% | -3.8% | -6.6% |
| 3M | -6.0% | +1.6% | -7.6% | -6.0% |
| 6M | +33.7% | -1.4% | +35.1% | +31.5% |
| YTD | +16.4% | -10.1% | +26.5% | +12.2% |
| 1Y | +10.1% | -8.8% | +18.8% | +6.6% |
| All | +10.1% | -8.4% | +18.5% | +6.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling