+228.4%
UNH vs MOH
+264.4%
-36.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.0% | -4.3% | -3.1% |
| 7D | -4.5% | +1.7% | -6.3% | -5.2% |
| 30D | -6.5% | -0.9% | -5.6% | -6.3% |
| 3M | -6.0% | +5.7% | -11.7% | -8.5% |
| 6M | +33.7% | +39.1% | -5.5% | +16.0% |
| YTD | +16.4% | +17.7% | -1.3% | +5.6% |
| 1Y | +10.1% | +8.4% | +1.7% | +1.7% |
| 3Y | -16.3% | -36.6% | +20.3% | -8.8% |
| 5Y | +2.1% | -19.1% | +21.2% | -0.4% |
| All | +228.4% | +264.4% | -36.0% | +108.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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