+29.3%
UNH vs MCD
-3.2%
+32.5%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.3% | +1.6% | +1.8% |
| 7D | +0.2% | +7.3% | -7.1% | -0.8% |
| 30D | +6.8% | +20.0% | -13.1% | +4.2% |
| 3M | -0.3% | +3.8% | -4.1% | -1.4% |
| 6M | +7.9% | +3.8% | +4.1% | +6.8% |
| YTD | +25.1% | -5.9% | +31.0% | +23.2% |
| 1Y | +29.3% | -3.2% | +32.6% | +22.4% |
| All | +29.3% | -3.2% | +32.5% | +22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MCD.
Daily Out/Under-Performance
Portfolio return minus MCD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCD 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 MCD 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