-21.3%
UNH vs SUI
+15.1%
-36.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.1% | -0.2% |
| 7D | -3.2% | +6.2% | -9.4% | -3.8% |
| 30D | +4.8% | +8.6% | -3.8% | +3.8% |
| 3M | -1.8% | +1.0% | -2.8% | -2.1% |
| 6M | +8.6% | -2.6% | +11.2% | +8.6% |
| YTD | +21.8% | -0.1% | +21.9% | +21.4% |
| 1Y | +25.8% | +0.5% | +25.4% | +25.4% |
| 3Y | -21.3% | +15.3% | -36.6% | -21.6% |
| All | -21.3% | +15.1% | -36.5% | -21.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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