+15.0%
UNH vs RSP
+15.5%
-0.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -0.7% |
| 7D | -3.2% | -3.1% | 0.0% | -0.7% |
| 30D | -3.5% | -3.4% | -0.1% | -0.8% |
| 3M | -4.2% | +3.6% | -7.8% | -7.3% |
| 6M | +38.3% | +9.0% | +29.3% | +27.0% |
| YTD | +19.2% | +12.2% | +7.0% | +4.9% |
| 1Y | +15.0% | +15.6% | -0.6% | -1.5% |
| All | +15.0% | +15.5% | -0.5% | -1.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RSP.
Daily Out/Under-Performance
Portfolio return minus RSP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSP 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 1y: compounded portfolio wealth divided by compounded RSP 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…
1y analysis · Full analysis span regression · 6 months rolling