+2.9%
UNH vs MOS
-8.7%
+11.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.4% | -2.4% | -1.1% |
| 7D | +1.1% | +9.5% | -8.5% | +0.2% |
| 30D | -3.8% | +10.4% | -14.2% | -4.7% |
| 3M | +0.7% | +12.9% | -12.1% | -0.6% |
| 6M | +37.9% | +1.2% | +36.6% | +36.9% |
| YTD | +21.9% | +9.3% | +12.6% | +20.0% |
| 1Y | +31.4% | -18.0% | +49.4% | +32.7% |
| 3Y | -11.4% | -29.0% | +17.6% | -10.7% |
| All | +2.9% | -8.7% | +11.7% | -5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 5y: compounded portfolio wealth divided by compounded MOS 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…
5y analysis · Full analysis span regression · 6 months rolling