-17.9%
UNH vs TEM
+46.9%
-64.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.1% | +2.9% | -1.0% |
| 7D | -3.2% | -9.2% | +6.0% | -2.6% |
| 30D | -3.5% | +5.5% | -8.9% | -4.1% |
| 3M | -4.2% | +18.7% | -22.9% | -5.9% |
| 6M | +38.3% | +15.4% | +22.9% | +35.5% |
| YTD | +19.2% | -0.5% | +19.7% | +17.7% |
| 1Y | +15.0% | -24.8% | +39.8% | +15.3% |
| All | -17.9% | +46.9% | -64.8% | -25.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TEM.
Daily Out/Under-Performance
Portfolio return minus TEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEM 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 TEM 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