-21.0%
UNH vs MAS
+61.2%
-82.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.4% | +0.1% | -2.8% |
| 7D | -3.7% | +4.6% | -8.2% | -4.3% |
| 30D | +5.2% | +19.9% | -14.7% | +2.5% |
| 3M | -3.5% | +8.9% | -12.4% | -4.8% |
| 6M | +10.0% | +20.2% | -10.1% | +6.7% |
| YTD | +22.2% | +33.9% | -11.6% | +15.8% |
| 1Y | +24.0% | +34.7% | -10.7% | +17.3% |
| All | -21.0% | +61.2% | -82.2% | -20.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling