-14.3%
UNH vs QS
-26.0%
+11.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.4% | -1.2% |
| 7D | -3.2% | -5.0% | +1.8% | -3.1% |
| 30D | -3.5% | -18.3% | +14.8% | -3.4% |
| 3M | -4.2% | -26.0% | +21.8% | -4.1% |
| 6M | +38.3% | -24.0% | +62.4% | +38.4% |
| YTD | +19.2% | -50.3% | +69.5% | +19.4% |
| 1Y | +15.0% | -38.0% | +52.9% | +15.5% |
| All | -14.3% | -26.0% | +11.7% | -13.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling