+6,817.3%
UNH vs MET
+1,300.1%
+5,517.2%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.7% | -0.4% |
| 7D | +1.1% | +1.2% | -0.1% | +0.7% |
| 30D | -3.8% | +1.4% | -5.2% | -4.3% |
| 3M | +0.7% | +17.7% | -16.9% | -4.5% |
| 6M | +37.9% | +35.0% | +2.9% | +24.9% |
| YTD | +21.9% | +26.3% | -4.3% | +12.7% |
| 1Y | +31.4% | +22.8% | +8.6% | +22.4% |
| 3Y | -11.4% | +65.9% | -77.3% | -26.7% |
| 5Y | +2.5% | +85.4% | -82.8% | -19.6% |
| 10Y | +242.9% | +253.7% | -10.8% | +107.2% |
| All | +6,817.3% | +1,300.1% | +5,517.2% | +2,455.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling