+6,081.7%
UNH vs RSG
+1,999.8%
+4,081.9%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -1.0% |
| 7D | -3.2% | -1.8% | -1.4% | -2.6% |
| 30D | -3.5% | +2.8% | -6.2% | -4.3% |
| 3M | -4.2% | +4.3% | -8.5% | -5.6% |
| 6M | +38.3% | -0.5% | +38.8% | +38.0% |
| YTD | +19.2% | +5.2% | +14.0% | +16.8% |
| 1Y | +15.0% | -2.1% | +17.1% | +15.2% |
| 3Y | -14.5% | +56.5% | -71.0% | -26.9% |
| 5Y | +4.6% | +89.5% | -84.9% | -16.1% |
| 10Y | +241.1% | +424.8% | -183.6% | +106.2% |
| All | +6,081.7% | +1,999.8% | +4,081.9% | +2,190.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling