+225.1%
UNH vs IP
+22.3%
+202.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.3% | +0.8% | -0.2% |
| 7D | -1.6% | -2.8% | +1.2% | -0.8% |
| 30D | +6.5% | +9.2% | -2.7% | +3.9% |
| 3M | +0.8% | -16.1% | +16.9% | +5.2% |
| 6M | +6.1% | +9.6% | -3.5% | +2.1% |
| YTD | +24.5% | -8.8% | +33.3% | +24.7% |
| 1Y | +26.3% | -5.5% | +31.8% | +25.2% |
| 3Y | -20.7% | +19.6% | -40.3% | -31.2% |
| 5Y | -3.6% | -13.5% | +9.9% | -7.5% |
| 10Y | +225.1% | +22.4% | +202.6% | +135.6% |
| All | +225.1% | +22.3% | +202.8% | +135.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling