+11,196.8%
UNH vs SPG
+5,968.7%
+5,228.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.7% | -0.6% |
| 7D | -1.6% | +2.7% | -4.3% | -2.2% |
| 30D | +6.5% | +16.6% | -10.1% | +2.5% |
| 3M | +0.8% | +8.1% | -7.3% | -1.1% |
| 6M | +6.1% | +19.3% | -13.3% | +1.5% |
| YTD | +24.5% | +31.1% | -6.6% | +16.2% |
| 1Y | +26.3% | +32.8% | -6.4% | +17.6% |
| 3Y | -20.7% | +135.8% | -156.5% | -36.6% |
| 5Y | -3.6% | +85.1% | -88.7% | -19.6% |
| 10Y | +225.1% | +115.9% | +109.1% | +136.6% |
| All | +11,196.8% | +5,968.7% | +5,228.1% | +3,177.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling