+323.9%
UNH vs TEAM
+614.2%
-290.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +5.2% |
| 3M | +2.7% | -9.6% | +12.4% | +3.1% |
| 6M | +2.8% | +86.0% | -83.3% | -3.4% |
| YTD | +25.9% | -7.5% | +33.4% | +24.5% |
| 1Y | +25.8% | -1.4% | +27.2% | +23.7% |
| 3Y | -20.0% | -14.3% | -5.7% | -22.3% |
| 5Y | -2.8% | -66.3% | +63.5% | +0.5% |
| 10Y | +228.7% | +445.6% | -216.9% | +142.1% |
| All | +323.9% | +614.2% | -290.3% | +204.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling