+10.1%
UNH vs RGTI
-5.4%
+15.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.7% | -3.1% | -2.4% |
| 7D | -4.5% | +0.5% | -5.0% | -4.6% |
| 30D | -6.5% | -17.1% | +10.6% | -6.3% |
| 3M | -6.0% | -26.0% | +20.0% | -5.6% |
| 6M | +33.7% | -9.9% | +43.5% | +32.8% |
| YTD | +16.4% | -31.1% | +47.5% | +15.6% |
| 1Y | +10.1% | -8.5% | +18.6% | +9.0% |
| All | +10.1% | -5.4% | +15.5% | +9.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RGTI.
Daily Out/Under-Performance
Portfolio return minus RGTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGTI 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 1y: compounded portfolio wealth divided by compounded RGTI 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…
1y analysis · Full analysis span regression · 6 months rolling