+31.4%
UNH vs MPC
+120.1%
-88.7%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.3% | -1.0% |
| 7D | +1.1% | +5.4% | -4.4% | +0.8% |
| 30D | -3.8% | +31.0% | -34.8% | -5.1% |
| 3M | +0.7% | +46.0% | -45.3% | -1.5% |
| 6M | +37.9% | +77.3% | -39.4% | +32.5% |
| YTD | +21.9% | +141.9% | -120.0% | +15.4% |
| 1Y | +31.4% | +120.9% | -89.5% | +21.4% |
| All | +31.4% | +120.1% | -88.7% | +21.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MPC.
Daily Out/Under-Performance
Portfolio return minus MPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPC 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 MPC 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