+136,006.1%
UNH vs RF
+1,537.4%
+134,468.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.9% | -0.9% |
| 7D | +1.1% | +1.3% | -0.2% | +0.8% |
| 30D | -3.8% | -3.6% | -0.2% | -3.1% |
| 3M | +0.7% | +8.1% | -7.3% | -0.8% |
| 6M | +37.9% | +11.5% | +26.4% | +34.9% |
| YTD | +21.9% | +15.6% | +6.4% | +18.3% |
| 1Y | +31.4% | +15.7% | +15.7% | +27.4% |
| 3Y | -11.4% | +86.9% | -98.3% | -22.8% |
| 5Y | +2.5% | +89.8% | -87.3% | -12.6% |
| 10Y | +242.9% | +344.7% | -101.8% | +138.8% |
| All | +136,006.1% | +1,537.4% | +134,468.7% | +33,373.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RF.
Daily Out/Under-Performance
Portfolio return minus RF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RF 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 all: compounded portfolio wealth divided by compounded RF 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…
all analysis · Full analysis span regression · 6 months rolling