+228.4%
UNH vs RGEN
+415.7%
-187.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.3% | -2.7% | -2.4% |
| 7D | -4.5% | -1.4% | -3.1% | -4.4% |
| 30D | -6.5% | -0.3% | -6.2% | -6.6% |
| 3M | -6.0% | +23.9% | -29.9% | -8.9% |
| 6M | +33.7% | +38.5% | -4.9% | +27.1% |
| YTD | +16.4% | +0.8% | +15.6% | +15.2% |
| 1Y | +10.1% | +38.2% | -28.1% | +4.2% |
| 3Y | -16.3% | +1.3% | -17.6% | -20.2% |
| 5Y | +2.1% | -44.0% | +46.1% | +3.3% |
| All | +228.4% | +415.7% | -187.3% | +114.2% |
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