-14.3%
UNH vs SPXS
-79.1%
+64.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.9% | -3.1% | -1.1% |
| 7D | -3.2% | +6.4% | -9.5% | -2.6% |
| 30D | -3.5% | +6.0% | -9.4% | -2.9% |
| 3M | -4.2% | -11.6% | +7.5% | -5.1% |
| 6M | +38.3% | -28.7% | +67.0% | +34.4% |
| YTD | +19.2% | -26.3% | +45.5% | +16.3% |
| 1Y | +15.0% | -34.9% | +49.9% | +11.4% |
| All | -14.3% | -79.1% | +64.8% | -18.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 3y: compounded portfolio wealth divided by compounded SPXS 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…
3y analysis · Full analysis span regression · 6 months rolling