+4.6%
UNH vs ON
+51.2%
-46.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.1% | -1.2% |
| 7D | -3.2% | -4.7% | +1.6% | -2.9% |
| 30D | -3.5% | -13.5% | +10.0% | -2.8% |
| 3M | -4.2% | -36.3% | +32.1% | -2.5% |
| 6M | +38.3% | +17.8% | +20.6% | +35.0% |
| YTD | +19.2% | +29.6% | -10.4% | +15.6% |
| 1Y | +15.0% | +45.8% | -30.8% | +10.7% |
| 3Y | -14.5% | -28.3% | +13.8% | -14.7% |
| 5Y | +4.6% | +49.6% | -45.1% | -5.7% |
| All | +4.6% | +51.2% | -46.7% | -5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ON.
Daily Out/Under-Performance
Portfolio return minus ON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ON 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 ON 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