+10.1%
UNH vs SYY
+6.6%
+3.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.1% | -3.5% | -2.1% |
| 7D | -4.5% | +3.9% | -8.5% | -3.7% |
| 30D | -6.5% | -1.7% | -4.8% | -6.9% |
| 3M | -6.0% | +5.2% | -11.2% | -4.7% |
| 6M | +33.7% | -0.2% | +33.9% | +31.7% |
| YTD | +16.4% | +15.4% | +1.0% | +26.9% |
| 1Y | +10.1% | +5.6% | +4.5% | +19.9% |
| All | +10.1% | +6.6% | +3.5% | +19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 1y: compounded portfolio wealth divided by compounded SYY 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…
1y analysis · Full analysis span regression · 6 months rolling