+228.4%
UNH vs RSG
+428.9%
-200.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.8% | -3.1% | -2.8% |
| 7D | -4.5% | 0.0% | -4.6% | -4.6% |
| 30D | -6.5% | +4.0% | -10.5% | -8.8% |
| 3M | -6.0% | +7.4% | -13.4% | -10.5% |
| 6M | +33.7% | +0.1% | +33.6% | +32.4% |
| YTD | +16.4% | +6.0% | +10.4% | +11.0% |
| 1Y | +10.1% | -3.0% | +13.0% | +11.0% |
| 3Y | -16.3% | +56.5% | -72.8% | -41.3% |
| 5Y | +2.1% | +90.9% | -88.8% | -39.7% |
| All | +228.4% | +428.9% | -200.6% | +8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 10y: compounded portfolio wealth divided by compounded RSG 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…
10y analysis · Full analysis span regression · 6 months rolling