-13.2%
UNH vs S
+13.6%
-26.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.1% | -2.0% | -1.9% |
| 7D | -1.7% | -1.2% | -0.4% | -1.6% |
| 30D | -3.8% | -12.6% | +8.7% | -3.4% |
| 3M | -4.3% | +27.6% | -31.8% | -5.6% |
| 6M | +38.6% | +35.5% | +3.2% | +35.9% |
| YTD | +20.7% | +29.6% | -8.9% | +18.4% |
| 1Y | +16.0% | +8.1% | +7.9% | +14.7% |
| All | -13.2% | +13.6% | -26.8% | -11.2% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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