-14.3%
UNH vs SYY
+27.8%
-42.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -1.2% |
| 7D | -3.2% | +1.5% | -4.7% | -3.2% |
| 30D | -3.5% | -2.3% | -1.1% | -3.4% |
| 3M | -4.2% | +5.5% | -9.7% | -4.2% |
| 6M | +38.3% | -1.0% | +39.3% | +38.2% |
| YTD | +19.2% | +14.1% | +5.1% | +18.3% |
| 1Y | +15.0% | +5.6% | +9.4% | +16.0% |
| All | -14.3% | +27.8% | -42.0% | -16.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling