+133.1%
UNH vs MDB
+912.7%
-779.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.6% | +2.2% | +0.7% |
| 7D | +3.4% | +6.8% | -3.5% | +2.9% |
| 30D | +3.0% | -6.2% | +9.2% | +3.3% |
| 3M | +2.7% | -29.2% | +32.0% | +4.5% |
| 6M | +2.8% | +10.3% | -7.5% | +1.0% |
| YTD | +25.9% | -20.4% | +46.2% | +25.7% |
| 1Y | +25.8% | -4.8% | +30.6% | +23.8% |
| 3Y | -20.0% | -11.6% | -8.5% | -23.0% |
| 5Y | -2.8% | -41.0% | +38.2% | -6.6% |
| All | +133.1% | +912.7% | -779.6% | +50.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 10y: compounded portfolio wealth divided by compounded MDB 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…
10y analysis · Full analysis span regression · 6 months rolling