-22.8%
UNH vs NVDL
+2,480.8%
-2,503.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.7% | +3.5% | -1.2% |
| 7D | -3.2% | -8.7% | +5.5% | -3.2% |
| 30D | -3.5% | -1.3% | -2.1% | -3.4% |
| 3M | -4.2% | +11.4% | -15.5% | -4.0% |
| 6M | +38.3% | +22.9% | +15.4% | +38.6% |
| YTD | +19.2% | +15.4% | +3.8% | +19.4% |
| 1Y | +15.0% | +18.8% | -3.8% | +15.3% |
| 3Y | -14.5% | +641.4% | -655.9% | -10.5% |
| All | -22.8% | +2,480.8% | -2,503.5% | -19.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling