+136,006.1%
UNH vs MOS
+155.8%
+135,850.3%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.4% | -2.4% | -1.2% |
| 7D | +1.1% | +9.5% | -8.5% | -0.4% |
| 30D | -3.8% | +10.4% | -14.2% | -5.4% |
| 3M | +0.7% | +12.9% | -12.1% | -1.6% |
| 6M | +37.9% | +1.2% | +36.6% | +36.1% |
| YTD | +21.9% | +9.3% | +12.6% | +18.7% |
| 1Y | +31.4% | -18.0% | +49.4% | +33.5% |
| 3Y | -11.4% | -29.0% | +17.6% | -9.8% |
| 5Y | +2.5% | -9.6% | +12.1% | -3.2% |
| 10Y | +242.9% | +6.1% | +236.8% | +189.7% |
| All | +136,006.1% | +155.8% | +135,850.3% | +72,564.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling