+216.1%
UNH vs SPG
+113.9%
+102.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.8% | +0.6% |
| 7D | +3.4% | +2.0% | +1.4% | +3.0% |
| 30D | +3.0% | +17.2% | -14.3% | -0.3% |
| 3M | +2.7% | +6.3% | -3.6% | +1.4% |
| 6M | +2.8% | +18.7% | -15.9% | -0.8% |
| YTD | +25.9% | +30.1% | -4.2% | +19.0% |
| 1Y | +25.8% | +32.8% | -7.0% | +18.5% |
| 3Y | -20.0% | +133.6% | -153.6% | -33.4% |
| 5Y | -2.8% | +84.4% | -87.2% | -16.4% |
| All | +216.1% | +113.9% | +102.1% | +159.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 10y: compounded portfolio wealth divided by compounded SPG 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…
10y analysis · Full analysis span regression · 6 months rolling