+1,119.8%
UNH vs MA
+15,793.6%
-14,673.7%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.6% |
| 7D | +1.1% | -2.7% | +3.8% | +2.0% |
| 30D | -3.8% | +1.5% | -5.3% | -4.4% |
| 3M | +0.7% | +20.4% | -19.7% | -5.9% |
| 6M | +37.9% | +11.1% | +26.7% | +32.2% |
| YTD | +21.9% | +2.0% | +20.0% | +20.4% |
| 1Y | +31.4% | -2.2% | +33.5% | +31.6% |
| 3Y | -11.4% | +41.9% | -53.3% | -23.2% |
| 5Y | +2.5% | +75.4% | -72.8% | -19.6% |
| 10Y | +242.9% | +527.5% | -284.7% | +71.6% |
| All | +1,119.8% | +15,793.6% | -14,673.7% | +162.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling