+135,813.1%
UNH vs RF
+1,423.8%
+134,389.3%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.3% |
| 7D | -3.2% | -0.9% | -2.2% | -3.0% |
| 30D | +4.8% | +6.0% | -1.2% | +3.7% |
| 3M | -1.8% | -8.9% | +7.1% | -0.1% |
| 6M | +8.6% | +2.3% | +6.3% | +8.0% |
| YTD | +21.8% | +7.6% | +14.2% | +19.7% |
| 1Y | +25.8% | +21.2% | +4.7% | +21.0% |
| 3Y | -21.3% | +108.5% | -129.9% | -32.7% |
| 5Y | -5.3% | +43.2% | -48.6% | -14.9% |
| 10Y | +238.1% | +288.1% | -50.0% | +141.3% |
| All | +135,813.1% | +1,423.8% | +134,389.3% | +33,765.9% |
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