+27.0%
UNH vs ROIV
+97.8%
-70.8%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +6.1% | -4.9% | +0.6% |
| 7D | +0.6% | +3.0% | -2.5% | +0.3% |
| 30D | +8.1% | +6.8% | +1.3% | +7.4% |
| 3M | +1.1% | +10.5% | -9.5% | 0.0% |
| 6M | +11.7% | +34.8% | -23.1% | +8.3% |
| YTD | +26.5% | +76.2% | -49.7% | +17.0% |
| 1Y | +27.0% | +92.4% | -65.4% | +11.9% |
| All | +27.0% | +97.8% | -70.8% | +11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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