+3.5%
UNH vs SPOT
+111.4%
-107.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.1% | -0.9% | -1.9% |
| 7D | -1.7% | -6.5% | +4.8% | -1.3% |
| 30D | -3.8% | +2.2% | -6.0% | -4.0% |
| 3M | -4.3% | +5.4% | -9.7% | -4.6% |
| 6M | +38.6% | -4.0% | +42.6% | +38.5% |
| YTD | +20.7% | -9.9% | +30.6% | +20.8% |
| 1Y | +16.0% | -27.3% | +43.3% | +17.4% |
| 3Y | -13.5% | +236.4% | -249.9% | -18.7% |
| 5Y | +3.5% | +112.6% | -109.1% | -4.7% |
| All | +3.5% | +111.4% | -107.9% | -4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 5y: compounded portfolio wealth divided by compounded SPOT 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…
5y analysis · Full analysis span regression · 6 months rolling