+31.4%
UNH vs TE
+132.3%
-100.9%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.3% | -2.3% | -0.9% |
| 7D | +1.1% | -4.0% | +5.0% | +1.0% |
| 30D | -3.8% | -15.9% | +12.1% | -4.2% |
| 3M | +0.7% | -60.5% | +61.3% | -1.9% |
| 6M | +37.9% | -35.2% | +73.1% | +37.9% |
| YTD | +21.9% | -31.1% | +53.1% | +22.3% |
| 1Y | +31.4% | +148.6% | -117.3% | +33.3% |
| All | +31.4% | +132.3% | -100.9% | +33.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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