-1.1%
UNH vs RMD
-7.7%
+6.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.3% | +0.5% |
| 7D | +3.4% | +2.1% | +1.3% | +3.1% |
| 30D | +3.0% | +2.1% | +0.9% | +2.6% |
| 3M | +2.7% | +6.2% | -3.5% | +1.7% |
| 6M | +2.8% | +19.4% | -16.6% | -0.4% |
| YTD | +25.9% | +0.5% | +25.3% | +25.0% |
| 1Y | +25.8% | -3.9% | +29.7% | +25.8% |
| 3Y | -20.0% | +72.5% | -92.6% | -29.8% |
| All | -1.1% | -7.7% | +6.6% | +1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 5y: compounded portfolio wealth divided by compounded RMD 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…
5y analysis · Full analysis span regression · 6 months rolling