+4.6%
UNH vs TE
-49.6%
+54.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -6.7% | +5.5% | -1.1% |
| 7D | -3.2% | +0.9% | -4.0% | -3.2% |
| 30D | -3.5% | -16.3% | +12.8% | -3.2% |
| 3M | -4.2% | -40.8% | +36.6% | -3.6% |
| 6M | +38.3% | -42.6% | +80.9% | +38.5% |
| YTD | +19.2% | -31.4% | +50.6% | +18.2% |
| 1Y | +15.0% | +144.9% | -130.0% | +7.3% |
| 3Y | -14.5% | -26.0% | +11.5% | -20.7% |
| 5Y | +4.6% | -48.5% | +53.1% | -5.8% |
| All | +4.6% | -49.6% | +54.2% | -5.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling