+4.6%
UNH vs OPEN
-85.3%
+89.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -6.7% | +5.5% | -1.1% |
| 7D | -3.2% | -10.5% | +7.4% | -3.0% |
| 30D | -3.5% | -21.8% | +18.3% | -3.0% |
| 3M | -4.2% | -37.5% | +33.3% | -3.4% |
| 6M | +38.3% | -44.1% | +82.4% | +39.6% |
| YTD | +19.2% | -52.0% | +71.2% | +20.5% |
| 1Y | +15.0% | -52.2% | +67.2% | +15.6% |
| 3Y | -14.5% | -25.9% | +11.4% | -15.9% |
| 5Y | +4.6% | -85.1% | +89.6% | +3.2% |
| All | +4.6% | -85.3% | +89.8% | +3.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling