+17,917.3%
UNH vs MCHP
+40,681.5%
-22,764.3%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.9% |
| 7D | -1.7% | +0.3% | -2.0% | -1.7% |
| 30D | -3.8% | -9.8% | +5.9% | -2.6% |
| 3M | -4.3% | -19.7% | +15.4% | -2.2% |
| 6M | +38.6% | +13.6% | +25.1% | +35.0% |
| YTD | +20.7% | +16.5% | +4.2% | +16.9% |
| 1Y | +16.0% | +15.7% | +0.3% | +12.2% |
| 3Y | -13.5% | 0.0% | -13.4% | -17.3% |
| 5Y | +3.5% | +4.4% | -0.9% | -3.5% |
| 10Y | +245.3% | +201.4% | +43.9% | +174.9% |
| All | +17,917.3% | +40,681.5% | -22,764.3% | +7,431.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling