+904.0%
UNH vs MPC
+2,977.1%
-2,073.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.3% | -1.0% |
| 7D | +1.1% | +5.4% | -4.4% | 0.0% |
| 30D | -3.8% | +31.0% | -34.8% | -8.9% |
| 3M | +0.7% | +46.0% | -45.3% | -6.9% |
| 6M | +37.9% | +77.3% | -39.4% | +22.0% |
| YTD | +21.9% | +141.9% | -120.0% | +1.0% |
| 1Y | +31.4% | +120.9% | -89.5% | +10.5% |
| 3Y | -11.4% | +182.7% | -194.1% | -31.1% |
| 5Y | +2.5% | +646.4% | -643.9% | -37.6% |
| 10Y | +242.9% | +1,138.7% | -895.9% | +67.1% |
| All | +904.0% | +2,977.1% | -2,073.1% | +252.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling