+27.0%
UNH vs MDT
+20.2%
+6.8%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +6.1% | -4.9% | -0.1% |
| 7D | +0.6% | +10.7% | -10.2% | -1.7% |
| 30D | +8.1% | +19.3% | -11.2% | +4.2% |
| 3M | +1.1% | +22.8% | -21.7% | -3.2% |
| 6M | +11.7% | +36.4% | -24.6% | +4.8% |
| YTD | +26.5% | +12.1% | +14.4% | +24.3% |
| 1Y | +27.0% | +19.9% | +7.1% | +23.3% |
| All | +27.0% | +20.2% | +6.8% | +23.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MDT.
Daily Out/Under-Performance
Portfolio return minus MDT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDT 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 1y: compounded portfolio wealth divided by compounded MDT 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…
1y analysis · Full analysis span regression · 6 months rolling