+1,821.5%
UNH vs MOH
+1,358.8%
+462.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.0% | -4.3% | -3.0% |
| 7D | -4.5% | +1.7% | -6.3% | -5.1% |
| 30D | -6.5% | -0.9% | -5.6% | -6.4% |
| 3M | -6.0% | +5.7% | -11.7% | -8.1% |
| 6M | +33.7% | +39.1% | -5.5% | +19.1% |
| YTD | +16.4% | +17.7% | -1.3% | +7.5% |
| 1Y | +10.1% | +8.4% | +1.7% | +3.2% |
| 3Y | -16.3% | -36.6% | +20.3% | -10.3% |
| 5Y | +2.1% | -19.1% | +21.2% | +1.1% |
| 10Y | +233.1% | +262.8% | -29.8% | +106.4% |
| All | +1,821.5% | +1,358.8% | +462.7% | +541.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling