+136,354.5%
UNH vs MAS
+1,664.8%
+134,689.8%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.4% | +0.1% | -2.5% |
| 7D | -3.7% | +4.6% | -8.2% | -4.8% |
| 30D | +5.2% | +19.9% | -14.7% | +0.6% |
| 3M | -3.5% | +8.9% | -12.4% | -5.7% |
| 6M | +10.0% | +20.2% | -10.1% | +4.4% |
| YTD | +22.2% | +33.9% | -11.6% | +12.3% |
| 1Y | +24.0% | +34.7% | -10.7% | +13.7% |
| 3Y | -20.6% | +60.4% | -81.0% | -31.5% |
| 5Y | -5.0% | +43.5% | -48.4% | -17.6% |
| 10Y | +239.4% | +226.7% | +12.7% | +138.0% |
| All | +136,354.5% | +1,664.8% | +134,689.8% | +51,107.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling