-13.0%
UNH vs ROIV
+201.4%
-214.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.5% | -2.5% | -1.0% |
| 7D | +1.1% | +0.6% | +0.4% | +1.0% |
| 30D | -3.8% | +1.0% | -4.7% | -3.8% |
| 3M | +0.7% | +18.3% | -17.5% | -0.1% |
| 6M | +37.9% | +18.3% | +19.5% | +36.5% |
| YTD | +21.9% | +61.0% | -39.0% | +18.9% |
| 1Y | +31.4% | +177.9% | -146.5% | +26.2% |
| All | -13.0% | +201.4% | -214.3% | -16.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling