+1,072.5%
UNH vs QLD
+7,369.0%
-6,296.5%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.5% | -2.9% | -1.2% |
| 7D | -3.2% | -10.3% | +7.1% | 0.0% |
| 30D | +4.8% | -26.1% | +30.9% | +14.7% |
| 3M | -1.8% | -17.8% | +15.9% | +3.5% |
| 6M | +8.6% | -15.6% | +24.2% | +11.8% |
| YTD | +21.8% | +5.4% | +16.4% | +15.6% |
| 1Y | +25.8% | +5.2% | +20.6% | +19.1% |
| 3Y | -21.3% | +139.4% | -160.8% | -48.0% |
| 5Y | -5.3% | +66.7% | -72.1% | -35.2% |
| 10Y | +238.1% | +1,422.1% | -1,184.0% | -19.8% |
| All | +1,072.5% | +7,369.0% | -6,296.5% | +6.2% |
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