-0.5%
UNH vs SPXS
-86.0%
+85.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.4% | 0.0% | -2.7% |
| 7D | -4.5% | +2.5% | -7.0% | -4.2% |
| 30D | -6.5% | +4.2% | -10.7% | -6.0% |
| 3M | -6.0% | -9.3% | +3.3% | -7.1% |
| 6M | +33.7% | -30.7% | +64.4% | +27.5% |
| YTD | +16.4% | -28.1% | +44.4% | +11.8% |
| 1Y | +10.1% | -35.1% | +45.1% | +4.6% |
| 3Y | -16.3% | -79.6% | +63.3% | -31.1% |
| All | -0.5% | -86.0% | +85.5% | -18.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling