+228.4%
UNH vs SPG
+64.5%
+163.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.1% | -2.4% | -2.4% |
| 7D | -4.5% | -1.2% | -3.4% | -4.3% |
| 30D | -6.5% | -6.1% | -0.4% | -5.3% |
| 3M | -6.0% | -3.6% | -2.3% | -5.3% |
| 6M | +33.7% | +10.4% | +23.2% | +30.8% |
| YTD | +16.4% | +14.4% | +2.0% | +13.0% |
| 1Y | +10.1% | +16.5% | -6.5% | +6.4% |
| 3Y | -16.3% | +106.8% | -123.1% | -28.7% |
| 5Y | +2.1% | +108.9% | -106.8% | -14.6% |
| All | +228.4% | +64.5% | +163.9% | +202.7% |
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