-19.0%
UNH vs RDDT
+235.7%
-254.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RDDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.6% | -3.9% | -2.4% |
| 7D | -4.5% | +2.1% | -6.7% | -4.6% |
| 30D | -6.5% | +2.8% | -9.3% | -6.6% |
| 3M | -6.0% | -8.9% | +2.9% | -5.9% |
| 6M | +33.7% | +15.1% | +18.6% | +32.9% |
| YTD | +16.4% | -31.4% | +47.8% | +16.4% |
| 1Y | +10.1% | -39.4% | +49.5% | +10.0% |
| All | -19.0% | +235.7% | -254.7% | -16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RDDT.
Daily Out/Under-Performance
Portfolio return minus RDDT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RDDT 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 RDDT 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