+10,764.7%
UNH vs TD
+7,806.2%
+2,958.5%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +1.3% |
| 7D | +1.1% | +0.9% | +0.3% | +0.8% |
| 30D | -1.5% | -0.7% | -0.9% | -1.4% |
| 3M | -0.8% | +6.3% | -7.1% | -3.4% |
| 6M | +41.8% | +27.9% | +13.9% | +28.4% |
| YTD | +23.1% | +29.8% | -6.7% | +10.5% |
| 1Y | +28.5% | +63.7% | -35.1% | +5.3% |
| 3Y | -11.8% | +128.3% | -140.1% | -37.6% |
| 5Y | +5.3% | +125.5% | -120.2% | -26.0% |
| 10Y | +247.4% | +296.7% | -49.2% | +92.7% |
| All | +10,764.7% | +7,806.2% | +2,958.5% | +2,634.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling