+136,006.1%
UNH vs TECH
+101,053.9%
+34,952.2%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | +1.1% | +0.1% | +1.0% | +1.1% |
| 30D | -3.8% | +0.7% | -4.5% | -3.9% |
| 3M | +0.7% | +36.3% | -35.6% | -3.8% |
| 6M | +37.9% | +25.6% | +12.3% | +32.3% |
| YTD | +21.9% | +23.7% | -1.8% | +16.9% |
| 1Y | +31.4% | +37.6% | -6.3% | +23.9% |
| 3Y | -11.4% | -6.6% | -4.8% | -13.4% |
| 5Y | +2.5% | -42.2% | +44.8% | +5.6% |
| 10Y | +242.9% | +187.6% | +55.3% | +182.9% |
| All | +136,006.1% | +101,053.9% | +34,952.2% | +77,543.2% |
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