+31.4%
UNH vs MP
-17.4%
+48.8%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.4% | -2.3% | -0.9% |
| 7D | +1.1% | -2.9% | +3.9% | +1.0% |
| 30D | -3.8% | +13.8% | -17.6% | -3.2% |
| 3M | +0.7% | -16.7% | +17.4% | +0.3% |
| 6M | +37.9% | -11.5% | +49.4% | +37.5% |
| YTD | +21.9% | +7.9% | +14.0% | +22.0% |
| 1Y | +31.4% | -15.0% | +46.4% | +34.5% |
| All | +31.4% | -17.4% | +48.8% | +34.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 1y: compounded portfolio wealth divided by compounded MP 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…
1y analysis · Full analysis span regression · 6 months rolling