-13.0%
UNH vs RACE
+40.8%
-53.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.9% | +1.0% | -0.8% |
| 7D | +1.1% | -2.5% | +3.6% | +1.2% |
| 30D | -3.8% | +0.8% | -4.6% | -3.9% |
| 3M | +0.7% | +17.2% | -16.4% | -0.6% |
| 6M | +37.9% | +13.6% | +24.3% | +36.1% |
| YTD | +21.9% | +12.2% | +9.7% | +20.5% |
| 1Y | +31.4% | -16.3% | +47.6% | +31.8% |
| All | -13.0% | +40.8% | -53.8% | -13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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