+28.2%
UNH vs NTRS
+42.7%
-14.5%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.1% | -1.9% | +0.1% |
| 7D | +0.6% | +3.6% | -3.0% | -0.7% |
| 30D | +8.1% | +4.3% | +3.8% | +6.5% |
| 3M | +1.1% | -1.9% | +3.0% | +1.7% |
| 6M | +11.7% | +11.4% | +0.3% | +5.5% |
| YTD | +26.5% | +32.3% | -5.8% | +7.5% |
| All | +28.2% | +42.7% | -14.5% | +4.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRS.
Daily Out/Under-Performance
Portfolio return minus NTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRS 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 1y: compounded portfolio wealth divided by compounded NTRS 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…
1y analysis · Full analysis span regression · 6 months rolling