+7,698.3%
UNH vs MKSI
+2,175.0%
+5,523.3%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.3% | +1.1% | -1.0% |
| 7D | -3.2% | +4.9% | -8.0% | -3.7% |
| 30D | -3.5% | -11.0% | +7.5% | -2.4% |
| 3M | -4.2% | -17.1% | +12.9% | -3.2% |
| 6M | +38.3% | +16.4% | +21.9% | +34.1% |
| YTD | +19.2% | +64.3% | -45.1% | +10.9% |
| 1Y | +15.0% | +137.7% | -122.8% | +2.2% |
| 3Y | -14.5% | +189.1% | -203.6% | -28.3% |
| 5Y | +4.6% | +83.1% | -78.6% | -9.5% |
| 10Y | +241.1% | +509.4% | -268.2% | +151.2% |
| All | +7,698.3% | +2,175.0% | +5,523.3% | +5,199.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling