+5.3%
UNH vs MPC
+655.4%
-650.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.3% | -1.3% | +0.7% |
| 7D | +1.1% | +3.9% | -2.7% | +0.8% |
| 30D | -1.5% | +33.8% | -35.3% | -4.3% |
| 3M | -0.8% | +49.9% | -50.7% | -4.8% |
| 6M | +41.8% | +80.9% | -39.1% | +33.3% |
| YTD | +23.1% | +147.4% | -124.4% | +11.9% |
| 1Y | +28.5% | +123.2% | -94.7% | +17.8% |
| 3Y | -11.8% | +171.7% | -183.5% | -22.3% |
| 5Y | +5.3% | +678.6% | -673.2% | -26.8% |
| All | +5.3% | +655.4% | -650.1% | -26.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling