+4.6%
UNH vs IYR
+4.5%
+0.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -0.9% |
| 7D | -3.2% | -2.8% | -0.3% | -2.2% |
| 30D | -3.5% | -2.5% | -0.9% | -2.6% |
| 3M | -4.2% | -3.0% | -1.2% | -3.2% |
| 6M | +38.3% | +1.6% | +36.7% | +37.5% |
| YTD | +19.2% | +7.3% | +11.9% | +16.3% |
| 1Y | +15.0% | +5.6% | +9.4% | +12.8% |
| 3Y | -14.5% | +28.1% | -42.6% | -22.3% |
| 5Y | +4.6% | +6.1% | -1.5% | +5.6% |
| All | +4.6% | +4.5% | +0.1% | +5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IYR.
Daily Out/Under-Performance
Portfolio return minus IYR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IYR 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 5y: compounded portfolio wealth divided by compounded IYR 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…
5y analysis · Full analysis span regression · 6 months rolling