+1,074.1%
UNH vs QLD
+9,036.4%
-7,962.3%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.3% | -1.1% |
| 7D | +1.1% | +0.6% | +0.5% | +0.8% |
| 30D | -3.8% | -0.1% | -3.6% | -3.9% |
| 3M | +0.7% | -8.4% | +9.1% | +2.1% |
| 6M | +37.9% | +32.2% | +5.7% | +23.1% |
| YTD | +21.9% | +28.9% | -7.0% | +9.4% |
| 1Y | +31.4% | +43.8% | -12.5% | +13.1% |
| 3Y | -11.4% | +176.6% | -188.0% | -43.8% |
| 5Y | +2.5% | +121.6% | -119.0% | -36.0% |
| 10Y | +242.9% | +1,652.9% | -1,410.0% | -21.2% |
| All | +1,074.1% | +9,036.4% | -7,962.3% | +0.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling