+25.4%
UNH vs ROIV
+270.3%
-244.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +6.2% | -6.6% | -0.6% |
| 7D | -3.2% | +5.3% | -8.5% | -3.3% |
| 30D | +4.8% | +11.9% | -7.1% | +4.4% |
| 3M | -1.8% | +10.7% | -12.5% | -2.2% |
| 6M | +8.6% | +34.9% | -26.3% | +7.5% |
| YTD | +21.8% | +79.2% | -57.4% | +19.4% |
| 1Y | +25.8% | +89.0% | -63.2% | +23.3% |
| 3Y | -21.3% | +337.3% | -358.7% | -24.5% |
| 5Y | -5.3% | +402.3% | -407.7% | -11.8% |
| All | +25.4% | +270.3% | -244.9% | +21.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling