+10.1%
UNH vs QS
-36.7%
+46.8%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.9% | -4.3% | -2.4% |
| 7D | -4.5% | -3.6% | -0.9% | -4.5% |
| 30D | -6.5% | -17.2% | +10.7% | -6.1% |
| 3M | -6.0% | -27.0% | +21.0% | -5.5% |
| 6M | +33.7% | -24.6% | +58.2% | +34.1% |
| YTD | +16.4% | -49.3% | +65.7% | +17.5% |
| 1Y | +10.1% | -40.3% | +50.4% | +13.7% |
| All | +10.1% | -36.7% | +46.8% | +13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside QS.
Daily Out/Under-Performance
Portfolio return minus QS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QS 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 QS 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