+29.3%
UNH vs MAS
+39.0%
-9.6%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.3% | +3.2% | +2.1% |
| 7D | +0.2% | +3.6% | -3.4% | -0.3% |
| 30D | +6.8% | +23.8% | -17.0% | +3.7% |
| 3M | -0.3% | +14.4% | -14.7% | -2.2% |
| 6M | +7.9% | +19.7% | -11.9% | +4.8% |
| YTD | +25.1% | +36.0% | -10.8% | +12.3% |
| 1Y | +29.3% | +40.4% | -11.0% | +13.2% |
| All | +29.3% | +39.0% | -9.6% | +13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 MAS 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