+228.4%
UNH vs TEAM
+514.4%
-286.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.1% | -2.4% | -2.4% |
| 7D | -4.5% | -5.2% | +0.7% | -4.2% |
| 30D | -6.5% | +15.8% | -22.3% | -7.7% |
| 3M | -6.0% | +101.5% | -107.4% | -11.7% |
| 6M | +33.7% | +138.2% | -104.5% | +22.8% |
| YTD | +16.4% | +10.8% | +5.6% | +14.0% |
| 1Y | +10.1% | +1.7% | +8.4% | +8.5% |
| 3Y | -16.3% | -16.0% | -0.3% | -18.1% |
| 5Y | +2.1% | -52.7% | +54.8% | +2.8% |
| All | +228.4% | +514.4% | -286.0% | +131.0% |
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