+25.8%
UNH vs SPG
+33.2%
-7.4%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.8% | +0.7% |
| 7D | +3.4% | +2.0% | +1.4% | +2.8% |
| 30D | +3.0% | +17.2% | -14.3% | -1.7% |
| 3M | +2.7% | +6.3% | -3.6% | +0.7% |
| 6M | +2.8% | +18.7% | -15.9% | -1.8% |
| YTD | +25.9% | +30.1% | -4.2% | +16.0% |
| 1Y | +25.8% | +32.8% | -7.0% | +13.8% |
| All | +25.8% | +33.2% | -7.4% | +13.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling