-19.8%
UNH vs MSFU
+71.2%
-91.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.5% | -1.2% |
| 7D | -3.2% | -6.9% | +3.8% | -2.9% |
| 30D | -3.5% | -5.1% | +1.7% | -3.3% |
| 3M | -4.2% | +44.6% | -48.8% | -5.7% |
| 6M | +38.3% | +32.8% | +5.5% | +36.0% |
| YTD | +19.2% | -10.1% | +29.3% | +18.3% |
| 1Y | +15.0% | -19.4% | +34.3% | +14.6% |
| 3Y | -14.5% | +26.2% | -40.7% | -20.0% |
| All | -19.8% | +71.2% | -91.0% | -27.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded MSFU 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling