-3.4%
UNH vs QLD
+89.4%
-92.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.2% | +0.6% |
| 7D | +2.4% | +12.5% | -10.1% | +1.2% |
| 30D | +7.2% | -15.7% | +22.9% | +8.7% |
| 3M | +0.5% | -11.9% | +12.4% | +1.4% |
| 6M | +3.4% | -10.3% | +13.7% | +3.7% |
| YTD | +25.2% | +15.6% | +9.6% | +21.9% |
| 1Y | +22.7% | +12.1% | +10.5% | +19.7% |
| 3Y | -20.3% | +150.7% | -170.9% | -30.8% |
| 5Y | -3.4% | +86.6% | -90.0% | -13.7% |
| All | -3.4% | +89.4% | -92.8% | -13.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling