+283.3%
UNH vs SPMO
+575.0%
-291.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.1% | -1.8% | -1.9% |
| 7D | -1.7% | +2.7% | -4.4% | -3.1% |
| 30D | -3.8% | +1.1% | -4.9% | -4.5% |
| 3M | -4.3% | +2.0% | -6.3% | -6.7% |
| 6M | +38.6% | +26.5% | +12.1% | +17.9% |
| YTD | +20.7% | +26.5% | -5.8% | +2.5% |
| 1Y | +16.0% | +27.9% | -11.9% | -2.3% |
| 3Y | -13.5% | +160.4% | -173.8% | -57.6% |
| 5Y | +3.5% | +151.5% | -148.0% | -48.3% |
| 10Y | +245.3% | +526.3% | -281.0% | -0.2% |
| All | +283.3% | +575.0% | -291.7% | +8.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling