+10.1%
UNH vs QID
-34.8%
+44.9%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.8% | -0.6% | -2.5% |
| 7D | -4.5% | +1.3% | -5.8% | -4.5% |
| 30D | -6.5% | +2.9% | -9.5% | -6.3% |
| 3M | -6.0% | -0.7% | -5.3% | -6.0% |
| 6M | +33.7% | -29.7% | +63.3% | +25.0% |
| YTD | +16.4% | -27.9% | +44.3% | +8.9% |
| 1Y | +10.1% | -34.6% | +44.6% | +5.0% |
| All | +10.1% | -34.8% | +44.9% | +5.0% |
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