-16.3%
UNH vs NVD
-99.1%
+82.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.3% | -2.6% | -2.4% |
| 7D | -4.5% | +10.8% | -15.4% | -4.6% |
| 30D | -6.5% | +0.8% | -7.3% | -6.5% |
| 3M | -6.0% | -20.8% | +14.8% | -5.9% |
| 6M | +33.7% | -41.2% | +74.8% | +33.9% |
| YTD | +16.4% | -44.2% | +60.6% | +16.5% |
| 1Y | +10.1% | -54.2% | +64.2% | +10.3% |
| 3Y | -16.3% | -99.1% | +82.8% | -9.6% |
| All | -16.3% | -99.1% | +82.8% | -9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 3y: compounded portfolio wealth divided by compounded NVD 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…
3y analysis · Full analysis span regression · 6 months rolling