+139,599.3%
UNH vs SPGI
+14,890.2%
+124,709.2%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.4% | +1.9% | +1.1% |
| 7D | +2.4% | -0.8% | +3.2% | +2.7% |
| 30D | +7.2% | +14.3% | -7.0% | +1.9% |
| 3M | +0.5% | +14.5% | -14.0% | -4.8% |
| 6M | +3.4% | +17.3% | -13.9% | -3.6% |
| YTD | +25.2% | -4.6% | +29.7% | +25.2% |
| 1Y | +22.7% | +0.8% | +21.9% | +20.2% |
| 3Y | -20.3% | +28.8% | -49.1% | -30.2% |
| 5Y | -3.4% | +14.0% | -17.3% | -13.2% |
| 10Y | +226.8% | +332.5% | -105.7% | +74.3% |
| All | +139,599.3% | +14,890.2% | +124,709.2% | +14,726.2% |
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