+22.7%
UNH vs SE
-48.7%
+71.4%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.5% |
| 7D | +2.4% | -1.5% | +3.8% | +2.4% |
| 30D | +7.2% | -22.3% | +29.6% | +8.5% |
| 3M | +0.5% | -41.8% | +42.3% | +3.0% |
| 6M | +3.4% | -22.4% | +25.8% | +4.3% |
| YTD | +25.2% | -41.6% | +66.7% | +26.4% |
| 1Y | +22.7% | -48.0% | +70.7% | +23.8% |
| All | +22.7% | -48.7% | +71.4% | +23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 SE 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