-8.2%
UNH vs NU
+36.3%
-44.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +0.9% |
| 7D | +1.1% | +6.0% | -4.9% | +0.8% |
| 30D | -1.5% | +10.8% | -12.3% | -2.2% |
| 3M | -0.8% | +32.2% | -33.0% | -2.6% |
| 6M | +41.8% | +5.1% | +36.7% | +41.0% |
| YTD | +23.1% | -8.4% | +31.5% | +23.3% |
| 1Y | +28.5% | +0.7% | +27.8% | +28.0% |
| 3Y | -11.8% | +125.1% | -136.9% | -15.4% |
| All | -8.2% | +36.3% | -44.4% | -13.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling