+216.1%
UNH vs TEAM
+445.0%
-229.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.5% | +2.1% | +0.7% |
| 7D | +3.4% | -2.4% | +5.8% | +3.5% |
| 30D | +3.0% | -26.7% | +29.7% | +5.1% |
| 3M | +2.7% | -9.6% | +12.4% | +3.1% |
| 6M | +2.8% | +86.0% | -83.3% | -3.3% |
| YTD | +25.9% | -7.5% | +33.4% | +24.7% |
| 1Y | +25.8% | -1.4% | +27.2% | +23.9% |
| 3Y | -20.0% | -14.3% | -5.7% | -22.3% |
| 5Y | -2.8% | -66.3% | +63.5% | +1.4% |
| All | +216.1% | +445.0% | -229.0% | +134.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TEAM.
Daily Out/Under-Performance
Portfolio return minus TEAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEAM 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 10y: compounded portfolio wealth divided by compounded TEAM 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…
10y analysis · Full analysis span regression · 6 months rolling