+143.1%
UNH vs MGY
+209.8%
-66.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.2% |
| 7D | -3.2% | +1.8% | -5.0% | -3.4% |
| 30D | -3.5% | +6.5% | -10.0% | -4.3% |
| 3M | -4.2% | +0.3% | -4.5% | -4.4% |
| 6M | +38.3% | -2.4% | +40.7% | +38.2% |
| YTD | +19.2% | +29.0% | -9.8% | +14.7% |
| 1Y | +15.0% | +17.0% | -2.1% | +11.9% |
| 3Y | -14.5% | +26.2% | -40.7% | -18.9% |
| 5Y | +4.6% | +92.3% | -87.8% | -9.3% |
| All | +143.1% | +209.8% | -66.7% | +85.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MGY.
Daily Out/Under-Performance
Portfolio return minus MGY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MGY 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 MGY 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