+875.4%
UNH vs MSCI
+2,756.4%
-1,881.0%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.7% | -0.9% |
| 7D | +1.1% | +0.4% | +0.7% | +0.9% |
| 30D | -3.8% | +0.6% | -4.3% | -4.0% |
| 3M | +0.7% | -7.1% | +7.8% | +2.4% |
| 6M | +37.9% | +0.8% | +37.0% | +36.4% |
| YTD | +21.9% | +1.0% | +20.9% | +20.4% |
| 1Y | +31.4% | +4.3% | +27.1% | +28.2% |
| 3Y | -11.4% | +9.9% | -21.3% | -17.3% |
| 5Y | +2.5% | -6.8% | +9.3% | -2.6% |
| 10Y | +242.9% | +614.7% | -371.8% | +63.3% |
| All | +875.4% | +2,756.4% | -1,881.0% | +168.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling