+134,607.8%
UNH vs NI
+5,127.8%
+129,480.0%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.7% |
| 7D | -1.7% | +1.3% | -2.9% | -2.1% |
| 30D | -3.8% | -0.3% | -3.6% | -3.8% |
| 3M | -4.3% | -9.5% | +5.2% | -0.9% |
| 6M | +38.6% | -10.2% | +48.9% | +43.7% |
| YTD | +20.7% | +1.8% | +18.9% | +19.3% |
| 1Y | +16.0% | +5.7% | +10.3% | +13.0% |
| 3Y | -13.5% | +69.6% | -83.1% | -30.4% |
| 5Y | +3.5% | +95.8% | -92.3% | -21.9% |
| 10Y | +245.3% | +145.1% | +100.2% | +135.6% |
| All | +134,607.8% | +5,127.8% | +129,480.0% | +24,984.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling