+12,328.5%
UNH vs IT
+5,645.5%
+6,683.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -7.4% | +8.4% | +2.2% |
| 7D | +1.1% | -9.1% | +10.3% | +2.7% |
| 30D | -1.5% | -7.0% | +5.5% | -0.6% |
| 3M | -0.8% | +7.6% | -8.5% | -3.2% |
| 6M | +41.8% | +2.1% | +39.7% | +38.8% |
| YTD | +23.1% | -31.6% | +54.7% | +28.1% |
| 1Y | +28.5% | -29.9% | +58.4% | +32.9% |
| 3Y | -11.8% | -51.3% | +39.5% | -4.8% |
| 5Y | +5.3% | -44.8% | +50.1% | +9.9% |
| 10Y | +247.4% | +91.4% | +156.1% | +188.7% |
| All | +12,328.5% | +5,645.5% | +6,683.1% | +5,149.1% |
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