+4.4%
UNH vs MSCI
-7.4%
+11.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.7% | -0.9% |
| 7D | +1.1% | +0.4% | +0.7% | +1.0% |
| 30D | -3.8% | +0.6% | -4.3% | -3.9% |
| 3M | +0.7% | -7.1% | +7.8% | +1.7% |
| 6M | +37.9% | +0.8% | +37.0% | +36.9% |
| YTD | +21.9% | +1.0% | +20.9% | +21.0% |
| 1Y | +31.4% | +4.3% | +27.1% | +29.6% |
| 3Y | -11.4% | +9.9% | -21.3% | -14.7% |
| All | +4.4% | -7.4% | +11.7% | +0.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling