+10.1%
UNH vs SPYM
+18.2%
-8.1%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.8% | -3.2% | -2.7% |
| 7D | -4.5% | -0.8% | -3.8% | -4.2% |
| 30D | -6.5% | -1.1% | -5.5% | -6.1% |
| 3M | -6.0% | +3.9% | -9.9% | -7.7% |
| 6M | +33.7% | +13.6% | +20.0% | +23.0% |
| YTD | +16.4% | +12.7% | +3.7% | +6.9% |
| 1Y | +10.1% | +17.6% | -7.5% | +0.2% |
| All | +10.1% | +18.2% | -8.1% | +0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPYM.
Daily Out/Under-Performance
Portfolio return minus SPYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPYM 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 1y: compounded portfolio wealth divided by compounded SPYM 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…
1y analysis · Full analysis span regression · 6 months rolling