+4.6%
UNH vs QID
-80.2%
+84.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.3% | -3.5% | -1.0% |
| 7D | -3.2% | +2.7% | -5.9% | -2.9% |
| 30D | -3.5% | +3.3% | -6.8% | -3.1% |
| 3M | -4.2% | -5.5% | +1.4% | -4.5% |
| 6M | +38.3% | -28.4% | +66.7% | +33.9% |
| YTD | +19.2% | -26.6% | +45.8% | +15.8% |
| 1Y | +15.0% | -34.1% | +49.1% | +10.7% |
| 3Y | -14.5% | -73.7% | +59.2% | -25.2% |
| 5Y | +4.6% | -80.7% | +85.2% | -8.3% |
| All | +4.6% | -80.2% | +84.8% | -8.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling