+12,611.6%
UNH vs IT
+6,296.6%
+6,315.0%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.1% | +0.5% |
| 7D | +3.4% | +1.1% | +2.3% | +3.2% |
| 30D | +3.0% | -1.8% | +4.8% | +3.0% |
| 3M | +2.7% | +4.8% | -2.1% | +1.2% |
| 6M | +2.8% | +33.0% | -30.2% | -3.9% |
| YTD | +25.9% | -23.8% | +49.7% | +28.1% |
| 1Y | +25.8% | -16.5% | +42.3% | +25.9% |
| 3Y | -20.0% | -53.6% | +33.6% | -13.1% |
| 5Y | -2.8% | -42.1% | +39.3% | +0.2% |
| 10Y | +228.7% | +90.1% | +138.6% | +171.8% |
| All | +12,611.6% | +6,296.6% | +6,315.0% | +5,146.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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