-12.2%
UNH vs MP
+154.2%
-166.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.4% | -2.3% | -0.9% |
| 7D | +1.1% | -2.9% | +3.9% | +1.1% |
| 30D | -3.8% | +13.8% | -17.6% | -3.8% |
| 3M | +0.7% | -16.7% | +17.4% | +0.8% |
| 6M | +37.9% | -11.5% | +49.4% | +37.8% |
| YTD | +21.9% | +7.9% | +14.0% | +21.4% |
| 1Y | +31.4% | -15.0% | +46.4% | +30.9% |
| All | -12.2% | +154.2% | -166.5% | -15.6% |
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