+16.0%
UNH vs KEY
+18.3%
-2.3%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.7% | -1.9% |
| 7D | -1.7% | -0.3% | -1.3% | -1.6% |
| 30D | -3.8% | -3.3% | -0.6% | -3.2% |
| 3M | -4.3% | -0.7% | -3.6% | -4.2% |
| 6M | +38.6% | +12.5% | +26.1% | +35.0% |
| YTD | +20.7% | +8.4% | +12.3% | +17.2% |
| 1Y | +16.0% | +18.4% | -2.4% | +6.7% |
| All | +16.0% | +18.3% | -2.3% | +6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 1y: compounded portfolio wealth divided by compounded KEY 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…
1y analysis · Full analysis span regression · 6 months rolling