-1.1%
UNH vs OPEN
-94.8%
+93.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.6% | +4.2% | +0.7% |
| 7D | +3.4% | -15.0% | +18.4% | +3.7% |
| 30D | +3.0% | -40.2% | +43.2% | +4.0% |
| 3M | +2.7% | -67.4% | +70.1% | +4.9% |
| 6M | +2.8% | -74.0% | +76.8% | +5.3% |
| YTD | +25.9% | -79.6% | +105.5% | +29.3% |
| 1Y | +25.8% | -86.1% | +111.9% | +30.1% |
| 3Y | -20.0% | -41.4% | +21.3% | -20.8% |
| All | -1.1% | -94.8% | +93.8% | +7.3% |
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