+228.4%
UNH vs MKSI
+524.1%
-295.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.1% | -4.5% | -2.6% |
| 7D | -4.5% | +2.7% | -7.2% | -4.9% |
| 30D | -6.5% | -12.8% | +6.3% | -5.0% |
| 3M | -6.0% | -22.5% | +16.5% | -4.0% |
| 6M | +33.7% | +19.4% | +14.3% | +27.8% |
| YTD | +16.4% | +67.7% | -51.3% | +5.5% |
| 1Y | +10.1% | +131.4% | -121.3% | -5.5% |
| 3Y | -16.3% | +197.3% | -213.6% | -34.8% |
| 5Y | +2.1% | +87.0% | -84.9% | -15.4% |
| All | +228.4% | +524.1% | -295.7% | +83.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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