-0.5%
UNH vs NI
+96.9%
-97.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.3% | -2.4% |
| 7D | -4.5% | 0.0% | -4.6% | -4.6% |
| 30D | -6.5% | -1.4% | -5.2% | -6.2% |
| 3M | -6.0% | -10.6% | +4.6% | -3.3% |
| 6M | +33.7% | -9.3% | +43.0% | +36.8% |
| YTD | +16.4% | +1.1% | +15.3% | +15.6% |
| 1Y | +10.1% | +3.4% | +6.7% | +8.6% |
| 3Y | -16.3% | +67.9% | -84.2% | -29.6% |
| All | -0.5% | +96.9% | -97.4% | -20.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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