+10.1%
UNH vs RVMD
+375.0%
-364.9%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.2% | -2.6% | -2.4% |
| 7D | -4.5% | -3.0% | -1.6% | -4.4% |
| 30D | -6.5% | -0.7% | -5.8% | -6.5% |
| 3M | -6.0% | +36.5% | -42.5% | -7.0% |
| 6M | +33.7% | +104.6% | -71.0% | +29.9% |
| YTD | +16.4% | +155.8% | -139.4% | +14.3% |
| 1Y | +10.1% | +340.7% | -330.6% | +5.7% |
| All | +10.1% | +375.0% | -364.9% | +5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 RVMD 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