+3.5%
UNH vs TEAM
-53.2%
+56.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.7% | -2.7% | -2.0% |
| 7D | -1.7% | -4.7% | +3.0% | -1.5% |
| 30D | -3.8% | +17.0% | -20.9% | -4.5% |
| 3M | -4.3% | +85.9% | -90.2% | -7.2% |
| 6M | +38.6% | +116.7% | -78.0% | +32.8% |
| YTD | +20.7% | +9.6% | +11.1% | +19.6% |
| 1Y | +16.0% | -2.5% | +18.5% | +15.5% |
| 3Y | -13.5% | -14.0% | +0.5% | -14.5% |
| 5Y | +3.5% | -53.1% | +56.6% | +5.9% |
| All | +3.5% | -53.2% | +56.8% | +5.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling