-13.2%
UNH vs TECH
+1.4%
-14.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.1% | -1.9% | -1.9% |
| 7D | -1.7% | -0.1% | -1.6% | -1.6% |
| 30D | -3.8% | +0.3% | -4.1% | -3.9% |
| 3M | -4.3% | +32.9% | -37.2% | -7.4% |
| 6M | +38.6% | +32.1% | +6.6% | +33.3% |
| YTD | +20.7% | +23.4% | -2.7% | +16.7% |
| 1Y | +16.0% | +34.1% | -18.1% | +10.8% |
| All | -13.2% | +1.4% | -14.6% | -13.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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