-0.5%
UNH vs MCHP
+3.6%
-4.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +3.7% | -6.0% | -2.6% |
| 7D | -4.5% | 0.0% | -4.6% | -4.6% |
| 30D | -6.5% | -6.0% | -0.5% | -6.1% |
| 3M | -6.0% | -19.7% | +13.7% | -4.7% |
| 6M | +33.7% | +14.0% | +19.6% | +30.9% |
| YTD | +16.4% | +18.4% | -2.0% | +13.5% |
| 1Y | +10.1% | +17.1% | -7.0% | +7.2% |
| 3Y | -16.3% | +0.7% | -17.0% | -18.4% |
| All | -0.5% | +3.6% | -4.1% | -6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MCHP.
Daily Out/Under-Performance
Portfolio return minus MCHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCHP 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 MCHP 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