-13.2%
UNH vs NU
+30.0%
-43.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.7% | +0.3% | -2.2% |
| 7D | -4.5% | -4.9% | +0.3% | -4.2% |
| 30D | -6.5% | +7.8% | -14.4% | -7.0% |
| 3M | -6.0% | +20.9% | -26.9% | -7.1% |
| 6M | +33.7% | +0.9% | +32.8% | +33.3% |
| YTD | +16.4% | -12.7% | +29.1% | +17.0% |
| 1Y | +10.1% | -6.4% | +16.5% | +10.1% |
| 3Y | -16.3% | +98.1% | -114.4% | -19.2% |
| All | -13.2% | +30.0% | -43.1% | -17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NU.
Daily Out/Under-Performance
Portfolio return minus NU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NU 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 10y: compounded portfolio wealth divided by compounded NU 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…
10y analysis · Full analysis span regression · 6 months rolling