-11.8%
UNH vs RSP
+54.0%
-65.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +2.0% | +1.4% |
| 7D | +1.1% | -0.4% | +1.5% | +1.3% |
| 30D | -1.5% | -1.5% | 0.0% | -0.9% |
| 3M | -0.8% | +4.8% | -5.6% | -2.9% |
| 6M | +41.8% | +10.3% | +31.5% | +35.7% |
| YTD | +23.1% | +14.1% | +9.0% | +16.2% |
| 1Y | +28.5% | +17.0% | +11.5% | +20.3% |
| 3Y | -11.8% | +54.2% | -65.9% | -19.7% |
| All | -11.8% | +54.0% | -65.8% | -19.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling