-13.2%
UNH vs TEAM
-15.1%
+1.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.7% | -2.7% | -2.0% |
| 7D | -1.7% | -4.7% | +3.0% | -1.6% |
| 30D | -3.8% | +17.0% | -20.9% | -4.3% |
| 3M | -4.3% | +85.9% | -90.2% | -6.3% |
| 6M | +38.6% | +116.7% | -78.0% | +34.7% |
| YTD | +20.7% | +9.6% | +11.1% | +20.7% |
| 1Y | +16.0% | -2.5% | +18.5% | +16.3% |
| All | -13.2% | -15.1% | +1.9% | -13.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling