-16.3%
UNH vs SU
+120.0%
-136.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.1% | -2.2% | -2.4% |
| 7D | -4.5% | +2.2% | -6.8% | -4.6% |
| 30D | -6.5% | +8.4% | -15.0% | -6.8% |
| 3M | -6.0% | +12.1% | -18.1% | -6.5% |
| 6M | +33.7% | +19.7% | +14.0% | +32.5% |
| YTD | +16.4% | +58.4% | -42.0% | +14.1% |
| 1Y | +10.1% | +67.2% | -57.2% | +7.7% |
| 3Y | -16.3% | +125.0% | -141.3% | -17.7% |
| All | -16.3% | +120.0% | -136.3% | -17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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