+51.8%
UNH vs TE
-48.3%
+100.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +10.0% | -9.1% | +0.8% |
| 7D | +1.1% | +18.2% | -17.1% | +0.9% |
| 30D | -1.5% | -13.5% | +12.0% | -1.4% |
| 3M | -0.8% | -44.6% | +43.7% | -0.1% |
| 6M | +41.8% | -24.7% | +66.5% | +41.2% |
| YTD | +23.1% | -24.3% | +47.3% | +21.9% |
| 1Y | +28.5% | +155.6% | -127.0% | +20.4% |
| 3Y | -11.8% | -18.3% | +6.5% | -18.1% |
| 5Y | +5.3% | -41.3% | +46.6% | -2.6% |
| All | +51.8% | -48.3% | +100.1% | +50.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling