-13.2%
UNH vs OPEN
-21.9%
+8.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.3% | +0.3% | -1.9% |
| 7D | -1.7% | -2.9% | +1.3% | -1.6% |
| 30D | -3.8% | -13.8% | +10.0% | -3.6% |
| 3M | -4.3% | -30.9% | +26.6% | -3.7% |
| 6M | +38.6% | -40.9% | +79.6% | +39.8% |
| YTD | +20.7% | -48.5% | +69.2% | +21.9% |
| 1Y | +16.0% | -50.9% | +66.9% | +16.6% |
| All | -13.2% | -21.9% | +8.7% | -15.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling