-6.7%
UNH vs SUI
-26.3%
+19.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.1% | -0.1% |
| 7D | -3.2% | +6.2% | -9.4% | -4.2% |
| 30D | +4.8% | +8.6% | -3.8% | +3.3% |
| 3M | -1.8% | +1.0% | -2.8% | -2.1% |
| 6M | +8.6% | -2.6% | +11.2% | +8.8% |
| YTD | +21.8% | -0.1% | +21.9% | +21.3% |
| 1Y | +25.8% | +0.5% | +25.4% | +25.2% |
| 3Y | -21.3% | +15.3% | -36.6% | -24.8% |
| All | -6.7% | -26.3% | +19.6% | +3.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling