+2,252.9%
UNH vs RSP
+1,156.6%
+1,096.3%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.4% |
| 7D | +3.4% | +2.4% | +1.0% | +1.4% |
| 30D | +3.0% | +4.3% | -1.3% | -0.4% |
| 3M | +2.7% | -0.3% | +3.1% | +2.9% |
| 6M | +2.8% | +9.8% | -7.0% | -4.8% |
| YTD | +25.9% | +16.8% | +9.0% | +10.8% |
| 1Y | +25.8% | +19.5% | +6.3% | +8.8% |
| 3Y | -20.0% | +65.1% | -85.2% | -47.7% |
| 5Y | -2.8% | +48.7% | -51.5% | -32.2% |
| 10Y | +228.7% | +213.6% | +15.2% | +21.7% |
| All | +2,252.9% | +1,156.6% | +1,096.3% | +206.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling