+26.9%
UNH vs QLD
+9.9%
+17.1%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +6.8% | -5.9% | +0.5% |
| 7D | -0.7% | -1.4% | +0.7% | -0.6% |
| 30D | +4.8% | -19.6% | +24.4% | +5.5% |
| 3M | -1.7% | -14.1% | +12.4% | -1.3% |
| 6M | +5.9% | -13.6% | +19.5% | +5.6% |
| YTD | +22.8% | +12.5% | +10.3% | +14.4% |
| All | +26.9% | +9.9% | +17.1% | +18.9% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 QLD 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