+3.5%
UNH vs RSP
+50.2%
-46.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -1.0% | -1.5% |
| 7D | -1.7% | -1.8% | +0.2% | -0.8% |
| 30D | -3.8% | -2.5% | -1.3% | -2.6% |
| 3M | -4.3% | +3.0% | -7.3% | -5.7% |
| 6M | +38.6% | +8.9% | +29.7% | +32.6% |
| YTD | +20.7% | +13.0% | +7.7% | +13.4% |
| 1Y | +16.0% | +16.2% | -0.2% | +7.6% |
| 3Y | -13.5% | +52.7% | -66.2% | -30.1% |
| 5Y | +3.5% | +50.5% | -47.0% | -16.7% |
| All | +3.5% | +50.2% | -46.6% | -16.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling