+27.0%
UNH vs QID
-21.1%
+48.1%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.8% | +3.1% | +1.2% |
| 7D | +0.6% | +9.8% | -9.2% | +0.8% |
| 30D | +8.1% | +18.9% | -10.8% | +8.8% |
| 3M | +1.1% | +9.6% | -8.5% | +1.4% |
| 6M | +11.7% | -7.8% | +19.5% | +9.6% |
| YTD | +26.5% | -23.3% | +49.8% | +18.4% |
| 1Y | +27.0% | -22.0% | +49.1% | +19.4% |
| All | +27.0% | -21.1% | +48.1% | +19.4% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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