-21.3%
UNH vs MP
+114.3%
-135.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.9% | -5.3% | -0.4% |
| 7D | -3.2% | -10.5% | +7.4% | -3.1% |
| 30D | +4.8% | -23.5% | +28.4% | +4.8% |
| 3M | -1.8% | -25.4% | +23.6% | -1.8% |
| 6M | +8.6% | -51.3% | +59.9% | +8.7% |
| YTD | +21.8% | -29.9% | +51.7% | +21.2% |
| 1Y | +25.8% | -31.8% | +57.7% | +25.1% |
| 3Y | -21.3% | +127.0% | -148.3% | -25.7% |
| All | -21.3% | +114.3% | -135.7% | -25.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling