+31.4%
UNH vs OPEN
-38.6%
+70.0%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.6% | -1.0% |
| 7D | +1.1% | -4.3% | +5.3% | +1.2% |
| 30D | -3.8% | -16.2% | +12.4% | -3.2% |
| 3M | +0.7% | -36.4% | +37.1% | +2.1% |
| 6M | +37.9% | -35.5% | +73.3% | +39.5% |
| YTD | +21.9% | -46.0% | +67.9% | +23.9% |
| 1Y | +31.4% | -47.1% | +78.5% | +33.4% |
| All | +31.4% | -38.6% | +70.0% | +33.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 1y: compounded portfolio wealth divided by compounded OPEN 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…
1y analysis · Full analysis span regression · 6 months rolling