+228.4%
UNH vs MDY
+177.2%
+51.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.8% | -3.2% | -2.8% |
| 7D | -4.5% | -1.9% | -2.7% | -3.5% |
| 30D | -6.5% | -4.6% | -1.9% | -3.9% |
| 3M | -6.0% | -1.2% | -4.8% | -5.4% |
| 6M | +33.7% | +9.2% | +24.4% | +26.3% |
| YTD | +16.4% | +13.1% | +3.3% | +7.7% |
| 1Y | +10.1% | +13.0% | -2.9% | +1.8% |
| 3Y | -16.3% | +49.2% | -65.5% | -36.7% |
| 5Y | +2.1% | +47.2% | -45.1% | -24.2% |
| All | +228.4% | +177.2% | +51.2% | +41.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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