-0.5%
UNH vs MET
+83.9%
-84.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.4% | -2.7% | -2.5% |
| 7D | -4.5% | -0.5% | -4.1% | -4.5% |
| 30D | -6.5% | +0.5% | -7.0% | -6.7% |
| 3M | -6.0% | +11.6% | -17.6% | -8.5% |
| 6M | +33.7% | +40.8% | -7.1% | +23.2% |
| YTD | +16.4% | +25.7% | -9.3% | +9.9% |
| 1Y | +10.1% | +24.4% | -14.3% | +4.2% |
| 3Y | -16.3% | +67.5% | -83.8% | -27.6% |
| All | -0.5% | +83.9% | -84.4% | -16.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MET.
Daily Out/Under-Performance
Portfolio return minus MET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MET 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 MET 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