+140,402.7%
UNH vs TECH
+101,682.4%
+38,720.4%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.6% |
| 7D | +3.4% | +0.1% | +3.2% | +3.4% |
| 30D | +3.0% | +0.5% | +2.5% | +2.9% |
| 3M | +2.7% | +1.1% | +1.6% | +2.6% |
| 6M | +2.8% | +62.8% | -60.1% | -4.2% |
| YTD | +25.9% | +24.5% | +1.4% | +20.6% |
| 1Y | +25.8% | +20.6% | +5.2% | +21.0% |
| 3Y | -20.0% | +29.5% | -49.5% | -25.2% |
| 5Y | -2.8% | -40.9% | +38.1% | -0.1% |
| 10Y | +228.7% | +189.5% | +39.2% | +171.1% |
| All | +140,402.7% | +101,682.4% | +38,720.4% | +79,984.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling