+216.1%
UNH vs RGEN
+415.2%
-199.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | +0.5% |
| 7D | +3.4% | -3.3% | +6.7% | +3.8% |
| 30D | +3.0% | -5.8% | +8.8% | +3.7% |
| 3M | +2.7% | +0.2% | +2.6% | +2.4% |
| 6M | +2.8% | +56.8% | -54.0% | -3.6% |
| YTD | +25.9% | +2.4% | +23.5% | +24.1% |
| 1Y | +25.8% | +11.4% | +14.4% | +22.6% |
| 3Y | -20.0% | +15.2% | -35.2% | -24.9% |
| 5Y | -2.8% | -35.1% | +32.3% | -4.3% |
| All | +216.1% | +415.2% | -199.1% | +105.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 10y: compounded portfolio wealth divided by compounded RGEN 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…
10y analysis · Full analysis span regression · 6 months rolling