-11.8%
UNH vs TER
+278.1%
-289.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.2% | -3.3% | +1.0% |
| 7D | +1.1% | +11.0% | -9.8% | +1.2% |
| 30D | -1.5% | -1.9% | +0.3% | -1.5% |
| 3M | -0.8% | -0.7% | -0.2% | -0.9% |
| 6M | +41.8% | +36.4% | +5.4% | +41.4% |
| YTD | +23.1% | +92.4% | -69.4% | +23.4% |
| 1Y | +28.5% | +213.5% | -185.0% | +30.0% |
| 3Y | -11.8% | +277.2% | -289.0% | -10.0% |
| All | -11.8% | +278.1% | -289.9% | -10.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling