+5.3%
UNH vs MCD
+21.4%
-16.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MCD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +1.1% | -2.0% | +3.2% | +1.9% |
| 30D | -1.5% | -6.1% | +4.6% | +0.8% |
| 3M | -0.8% | -7.3% | +6.4% | +1.7% |
| 6M | +41.8% | -20.9% | +62.7% | +55.0% |
| YTD | +23.1% | -14.7% | +37.7% | +29.9% |
| 1Y | +28.5% | -16.1% | +44.6% | +36.5% |
| 3Y | -11.8% | -1.5% | -10.3% | -14.2% |
| 5Y | +5.3% | +20.4% | -15.1% | -7.3% |
| All | +5.3% | +21.4% | -16.0% | -7.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling