-24.6%
UNH vs NVDL
+2,476.2%
-2,500.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.2% | -2.2% | -2.4% |
| 7D | -4.5% | -10.3% | +5.8% | -4.6% |
| 30D | -6.5% | -7.1% | +0.6% | -6.5% |
| 3M | -6.0% | +6.6% | -12.6% | -5.9% |
| 6M | +33.7% | +21.1% | +12.6% | +33.9% |
| YTD | +16.4% | +15.2% | +1.2% | +16.6% |
| 1Y | +10.1% | +18.8% | -8.7% | +10.4% |
| 3Y | -16.3% | +649.9% | -666.2% | -12.3% |
| All | -24.6% | +2,476.2% | -2,500.8% | -21.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDL.
Daily Out/Under-Performance
Portfolio return minus NVDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDL 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 5y: compounded portfolio wealth divided by compounded NVDL 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…
5y analysis · Full analysis span regression · 6 months rolling