+14.3%
UNH vs Q
+68.3%
-54.0%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.5% | +4.1% | +0.7% |
| 7D | +3.4% | +1.2% | +2.2% | +3.3% |
| 30D | +3.0% | -2.7% | +5.7% | +3.0% |
| 3M | +2.7% | -16.9% | +19.7% | +3.4% |
| 6M | +2.8% | -26.9% | +29.6% | +3.9% |
| YTD | +25.9% | +45.2% | -19.4% | +19.9% |
| 1Y | +25.8% | +38.1% | -12.3% | +18.4% |
| All | +14.3% | +68.3% | -54.0% | +7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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