+228.4%
UNH vs SPMO
+517.6%
-289.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.5% | -2.9% | -2.7% |
| 7D | -4.5% | -0.9% | -3.6% | -4.1% |
| 30D | -6.5% | -1.9% | -4.6% | -5.7% |
| 3M | -6.0% | -1.4% | -4.6% | -6.5% |
| 6M | +33.7% | +25.5% | +8.2% | +13.8% |
| YTD | +16.4% | +24.8% | -8.4% | -0.8% |
| 1Y | +10.1% | +24.5% | -14.4% | -6.2% |
| 3Y | -16.3% | +157.1% | -173.4% | -59.4% |
| 5Y | +2.1% | +149.5% | -147.4% | -49.8% |
| All | +228.4% | +517.6% | -289.2% | -9.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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