+11,040.1%
UNH vs SUI
+4,037.5%
+7,002.6%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.8% |
| 7D | +1.1% | -2.8% | +3.9% | +2.0% |
| 30D | -3.8% | -1.2% | -2.6% | -3.5% |
| 3M | +0.7% | -1.7% | +2.5% | +1.1% |
| 6M | +37.9% | -10.5% | +48.3% | +42.6% |
| YTD | +21.9% | -1.8% | +23.8% | +21.9% |
| 1Y | +31.4% | -4.1% | +35.5% | +32.2% |
| 3Y | -11.4% | +11.3% | -22.7% | -17.3% |
| 5Y | +2.5% | -32.1% | +34.6% | +11.5% |
| 10Y | +242.9% | +110.4% | +132.4% | +146.4% |
| All | +11,040.1% | +4,037.5% | +7,002.6% | +3,078.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling