+136,006.1%
UNH vs MCD
+6,068.3%
+129,937.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.6% | -0.4% |
| 7D | +1.1% | -2.8% | +3.9% | +2.2% |
| 30D | -3.8% | -6.0% | +2.2% | -1.6% |
| 3M | +0.7% | -5.6% | +6.3% | +2.6% |
| 6M | +37.9% | -21.9% | +59.7% | +50.5% |
| YTD | +21.9% | -14.7% | +36.6% | +28.5% |
| 1Y | +31.4% | -17.3% | +48.6% | +40.0% |
| 3Y | -11.4% | -2.2% | -9.2% | -12.2% |
| 5Y | +2.5% | +20.3% | -17.8% | -6.3% |
| 10Y | +242.9% | +180.7% | +62.2% | +130.4% |
| All | +136,006.1% | +6,068.3% | +129,937.7% | +22,489.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling