+16.0%
UNH vs MSCI
-1.7%
+17.7%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.6% | -2.5% | -2.1% |
| 7D | -1.7% | -1.1% | -0.6% | -1.4% |
| 30D | -3.8% | -1.2% | -2.7% | -3.7% |
| 3M | -4.3% | -8.4% | +4.1% | -2.8% |
| 6M | +38.6% | -1.0% | +39.7% | +35.8% |
| YTD | +20.7% | -2.3% | +22.9% | +18.6% |
| 1Y | +16.0% | -1.2% | +17.2% | +14.4% |
| All | +16.0% | -1.7% | +17.7% | +14.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling