+25.8%
UNH vs MP
-37.2%
+63.0%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.9% | -5.3% | -0.2% |
| 7D | -3.2% | -10.5% | +7.4% | -3.6% |
| 30D | +4.8% | -23.5% | +28.4% | +3.6% |
| 3M | -1.8% | -25.4% | +23.6% | -2.9% |
| 6M | +8.6% | -51.3% | +59.9% | +5.1% |
| YTD | +21.8% | -29.9% | +51.7% | +20.2% |
| 1Y | +25.8% | -31.8% | +57.7% | +24.7% |
| All | +25.8% | -37.2% | +63.0% | +24.7% |
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