+27.0%
UNH vs IP
+2.3%
+24.8%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.5% | -0.3% | +1.1% |
| 7D | +0.6% | +3.4% | -2.8% | +0.2% |
| 30D | +8.1% | +11.2% | -3.1% | +6.8% |
| 3M | +1.1% | -14.8% | +15.8% | +2.6% |
| 6M | +11.7% | +17.3% | -5.6% | +9.4% |
| YTD | +26.5% | -6.2% | +32.6% | +28.2% |
| 1Y | +27.0% | +2.3% | +24.7% | +23.9% |
| All | +27.0% | +2.3% | +24.8% | +23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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