+216.1%
UNH vs MSCI
+809.0%
-592.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.4% | +0.3% |
| 7D | +3.4% | +2.7% | +0.7% | +2.5% |
| 30D | +3.0% | +17.4% | -14.4% | -2.0% |
| 3M | +2.7% | +14.8% | -12.1% | -1.7% |
| 6M | +2.8% | +16.1% | -13.3% | -2.8% |
| YTD | +25.9% | +16.0% | +9.9% | +18.9% |
| 1Y | +25.8% | +16.4% | +9.4% | +18.6% |
| 3Y | -20.0% | +35.3% | -55.4% | -30.4% |
| 5Y | -2.8% | +6.6% | -9.5% | -10.8% |
| All | +216.1% | +809.0% | -592.9% | +53.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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