+5.3%
UNH vs ROIV
+316.9%
-311.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +18.8% | -17.8% | +0.4% |
| 7D | +1.1% | +20.2% | -19.0% | +0.6% |
| 30D | -1.5% | +14.1% | -15.7% | -2.0% |
| 3M | -0.8% | +45.6% | -46.4% | -2.0% |
| 6M | +41.8% | +44.1% | -2.3% | +40.2% |
| YTD | +23.1% | +91.2% | -68.1% | +20.6% |
| 1Y | +28.5% | +221.3% | -192.8% | +24.5% |
| 3Y | -11.8% | +229.2% | -241.0% | -14.8% |
| 5Y | +5.3% | +316.5% | -311.1% | -3.3% |
| All | +5.3% | +316.9% | -311.5% | -3.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling