+140,402.7%
UNH vs MTB
+7,638.9%
+132,763.8%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | 0.0% | +0.4% |
| 7D | +3.4% | +1.5% | +1.8% | +2.9% |
| 30D | +3.0% | +2.3% | +0.6% | +2.3% |
| 3M | +2.7% | -12.1% | +14.9% | +6.4% |
| 6M | +2.8% | +9.8% | -7.0% | 0.0% |
| YTD | +25.9% | +12.0% | +13.9% | +21.4% |
| 1Y | +25.8% | +22.0% | +3.8% | +18.5% |
| 3Y | -20.0% | +107.6% | -127.6% | -36.6% |
| 5Y | -2.8% | +61.9% | -64.7% | -20.0% |
| 10Y | +228.7% | +116.3% | +112.4% | +133.1% |
| All | +140,402.7% | +7,638.9% | +132,763.8% | +23,112.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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