+136,006.0%
UNH vs IP
+364.8%
+135,641.2%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.2% | -3.1% | -1.5% |
| 7D | +1.1% | -5.3% | +6.3% | +2.4% |
| 30D | -3.8% | -10.9% | +7.1% | -1.0% |
| 3M | +0.7% | +11.2% | -10.4% | -2.8% |
| 6M | +37.9% | -10.2% | +48.1% | +39.4% |
| YTD | +21.9% | -2.0% | +23.9% | +20.1% |
| 1Y | +31.4% | -19.1% | +50.5% | +35.6% |
| 3Y | -11.4% | +20.9% | -32.3% | -20.6% |
| 5Y | +2.5% | -17.8% | +20.3% | +0.3% |
| 10Y | +242.9% | +23.5% | +219.3% | +189.1% |
| All | +136,006.0% | +364.8% | +135,641.2% | +55,299.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling