+228.4%
UNH vs TD
+306.3%
-77.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.7% | -3.1% | -2.7% |
| 7D | -4.5% | -0.5% | -4.0% | -4.3% |
| 30D | -6.5% | -1.9% | -4.6% | -5.8% |
| 3M | -6.0% | +4.8% | -10.7% | -8.2% |
| 6M | +33.7% | +28.0% | +5.7% | +18.5% |
| YTD | +16.4% | +30.3% | -13.9% | +2.0% |
| 1Y | +10.1% | +59.8% | -49.7% | -12.6% |
| 3Y | -16.3% | +124.7% | -141.0% | -44.9% |
| 5Y | +2.1% | +127.0% | -124.9% | -34.9% |
| All | +228.4% | +306.3% | -77.9% | +40.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 10y: compounded portfolio wealth divided by compounded TD 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…
10y analysis · Full analysis span regression · 6 months rolling