+11,024.3%
UNH vs SUI
+4,109.4%
+6,914.9%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.1% | +0.1% |
| 7D | -3.2% | +6.2% | -9.4% | -5.1% |
| 30D | +4.8% | +8.6% | -3.8% | +1.9% |
| 3M | -1.8% | +1.0% | -2.8% | -2.4% |
| 6M | +8.6% | -2.6% | +11.2% | +9.1% |
| YTD | +21.8% | -0.1% | +21.9% | +20.9% |
| 1Y | +25.8% | +0.5% | +25.4% | +24.6% |
| 3Y | -21.3% | +15.3% | -36.6% | -27.4% |
| 5Y | -5.3% | -26.1% | +20.8% | -0.2% |
| 10Y | +238.1% | +117.8% | +120.2% | +139.9% |
| All | +11,024.3% | +4,109.4% | +6,914.9% | +3,050.6% |
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 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