-0.5%
UNH vs QSR
+40.5%
-41.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.6% | -3.0% | -2.5% |
| 7D | -4.5% | -4.0% | -0.5% | -3.7% |
| 30D | -6.5% | +2.8% | -9.3% | -7.1% |
| 3M | -6.0% | +5.1% | -11.1% | -7.1% |
| 6M | +33.7% | +8.8% | +24.9% | +30.6% |
| YTD | +16.4% | +14.8% | +1.6% | +12.0% |
| 1Y | +10.1% | +25.7% | -15.6% | +3.4% |
| 3Y | -16.3% | +27.5% | -43.8% | -23.1% |
| All | -0.5% | +40.5% | -41.0% | -12.1% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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