+136,006.1%
UNH vs SPGI
+14,090.3%
+121,915.8%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.6% | -0.4% |
| 7D | +1.1% | +0.1% | +0.9% | +1.0% |
| 30D | -3.8% | +8.4% | -12.2% | -6.8% |
| 3M | +0.7% | +11.8% | -11.1% | -4.1% |
| 6M | +37.9% | +5.7% | +32.2% | +33.7% |
| YTD | +21.9% | -9.7% | +31.6% | +24.7% |
| 1Y | +31.4% | -12.5% | +43.8% | +35.7% |
| 3Y | -11.4% | +21.8% | -33.2% | -20.8% |
| 5Y | +2.5% | +8.2% | -5.7% | -6.0% |
| 10Y | +242.9% | +309.5% | -66.6% | +86.9% |
| All | +136,006.1% | +14,090.3% | +121,915.8% | +14,668.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI 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 SPGI 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