+135,813.1%
UNH vs IP
+331.0%
+135,482.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -0.6% |
| 7D | -3.2% | -5.1% | +1.9% | -1.9% |
| 30D | +4.8% | +8.5% | -3.7% | +2.5% |
| 3M | -1.8% | -13.8% | +12.0% | +1.7% |
| 6M | +8.6% | +5.7% | +2.9% | +5.7% |
| YTD | +21.8% | -9.1% | +30.9% | +22.0% |
| 1Y | +25.8% | -0.8% | +26.7% | +23.1% |
| 3Y | -21.3% | +14.8% | -36.1% | -28.7% |
| 5Y | -5.3% | -11.5% | +6.2% | -9.6% |
| 10Y | +238.1% | +27.9% | +210.2% | +182.0% |
| All | +135,813.1% | +331.0% | +135,482.1% | +56,175.1% |
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