+247.4%
UNH vs MPC
+1,138.6%
-891.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.3% | -1.3% | +0.5% |
| 7D | +1.1% | +3.9% | -2.7% | +0.4% |
| 30D | -1.5% | +33.8% | -35.3% | -7.1% |
| 3M | -0.8% | +49.9% | -50.7% | -8.7% |
| 6M | +41.8% | +80.9% | -39.1% | +25.2% |
| YTD | +23.1% | +147.4% | -124.4% | +1.7% |
| 1Y | +28.5% | +123.2% | -94.7% | +8.1% |
| 3Y | -11.8% | +171.7% | -183.5% | -30.7% |
| 5Y | +5.3% | +678.6% | -673.2% | -37.4% |
| 10Y | +247.4% | +1,134.0% | -886.6% | +64.6% |
| All | +247.4% | +1,138.6% | -891.2% | +64.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling