+3.5%
UNH vs NDAQ
+52.5%
-49.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.1% | -1.8% |
| 7D | -1.7% | -1.6% | -0.1% | -1.4% |
| 30D | -3.8% | -1.5% | -2.4% | -3.6% |
| 3M | -4.3% | +8.0% | -12.3% | -5.9% |
| 6M | +38.6% | +7.7% | +30.9% | +36.1% |
| YTD | +20.7% | -2.3% | +23.0% | +20.5% |
| 1Y | +16.0% | +0.6% | +15.4% | +15.1% |
| 3Y | -13.5% | +90.9% | -104.4% | -27.2% |
| 5Y | +3.5% | +52.5% | -48.9% | -11.6% |
| All | +3.5% | +52.5% | -49.0% | -11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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