+782.8%
UNH vs TDG
+12,853.5%
-12,070.7%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.2% |
| 7D | -3.2% | -2.7% | -0.5% | -2.3% |
| 30D | -3.5% | -9.3% | +5.8% | -0.5% |
| 3M | -4.2% | -7.1% | +2.9% | -2.4% |
| 6M | +38.3% | -11.2% | +49.5% | +42.1% |
| YTD | +19.2% | -15.3% | +34.5% | +24.0% |
| 1Y | +15.0% | -12.5% | +27.4% | +18.1% |
| 3Y | -14.5% | +51.2% | -65.7% | -28.5% |
| 5Y | +4.6% | +126.1% | -121.6% | -25.4% |
| 10Y | +241.1% | +536.2% | -295.1% | +53.4% |
| All | +782.8% | +12,853.5% | -12,070.7% | +22.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TDG.
Daily Out/Under-Performance
Portfolio return minus TDG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDG 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 TDG 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