+1,983.9%
UNH vs SPXU
-100.0%
+2,083.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | +1.4% |
| 7D | +1.1% | -1.5% | +2.6% | +0.8% |
| 30D | -1.5% | +3.7% | -5.3% | -0.5% |
| 3M | -0.8% | -9.6% | +8.7% | -3.2% |
| 6M | +41.8% | -32.4% | +74.2% | +28.9% |
| YTD | +23.1% | -28.7% | +51.8% | +13.8% |
| 1Y | +28.5% | -38.2% | +66.7% | +15.1% |
| 3Y | -11.8% | -80.4% | +68.7% | -39.6% |
| 5Y | +5.3% | -86.0% | +91.4% | -26.8% |
| 10Y | +247.4% | -99.5% | +347.0% | +17.4% |
| All | +1,983.9% | -100.0% | +2,083.9% | +218.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling