-0.5%
UNH vs MDY
+46.3%
-46.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.8% | -3.2% | -2.6% |
| 7D | -4.5% | -1.9% | -2.7% | -4.0% |
| 30D | -6.5% | -4.6% | -1.9% | -5.1% |
| 3M | -6.0% | -1.2% | -4.8% | -5.7% |
| 6M | +33.7% | +9.2% | +24.4% | +29.4% |
| YTD | +16.4% | +13.1% | +3.3% | +11.5% |
| 1Y | +10.1% | +13.0% | -2.9% | +5.4% |
| 3Y | -16.3% | +49.2% | -65.5% | -27.5% |
| All | -0.5% | +46.3% | -46.8% | -14.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling