+4.6%
UNH vs SPXU
-85.5%
+90.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.8% | -3.1% | -1.0% |
| 7D | -3.2% | +6.4% | -9.5% | -2.3% |
| 30D | -3.5% | +5.9% | -9.4% | -2.6% |
| 3M | -4.2% | -11.7% | +7.5% | -5.7% |
| 6M | +38.3% | -28.7% | +67.0% | +32.5% |
| YTD | +19.2% | -26.4% | +45.6% | +14.9% |
| 1Y | +15.0% | -35.2% | +50.2% | +9.2% |
| 3Y | -14.5% | -79.8% | +65.3% | -29.9% |
| 5Y | +4.6% | -86.1% | +90.6% | -14.0% |
| All | +4.6% | -85.5% | +90.1% | -14.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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