+25.8%
UNH vs TER
+41.9%
-16.1%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -5.4% | +6.0% | +0.6% |
| 7D | +3.4% | +14.4% | -11.0% | +3.3% |
| 30D | +3.0% | -30.6% | +33.6% | +2.7% |
| 3M | +2.7% | -39.2% | +41.9% | +2.5% |
| 6M | +2.8% | -31.3% | +34.1% | +1.8% |
| YTD | +25.9% | +29.1% | -3.2% | +17.5% |
| 1Y | +25.8% | +47.4% | -21.6% | +16.6% |
| All | +25.8% | +41.9% | -16.1% | +16.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 1y: compounded portfolio wealth divided by compounded TER 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…
1y analysis · Full analysis span regression · 6 months rolling