+26.3%
UNH vs MA
+20.2%
+6.1%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.6% |
| 7D | -1.6% | -1.8% | +0.2% | -0.9% |
| 30D | +6.5% | +11.0% | -4.6% | +2.6% |
| 3M | +0.8% | +17.9% | -17.1% | -4.9% |
| 6M | +6.1% | +33.2% | -27.1% | -4.7% |
| YTD | +24.5% | +16.5% | +8.0% | +20.9% |
| 1Y | +26.3% | +19.1% | +7.2% | +21.4% |
| All | +26.3% | +20.2% | +6.1% | +21.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MA.
Daily Out/Under-Performance
Portfolio return minus MA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MA 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 MA 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