+5.3%
UNH vs TER
+216.0%
-210.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.2% | -3.3% | +0.8% |
| 7D | +1.1% | +11.0% | -9.8% | +0.8% |
| 30D | -1.5% | -1.9% | +0.3% | -1.5% |
| 3M | -0.8% | -0.7% | -0.2% | -1.3% |
| 6M | +41.8% | +36.4% | +5.4% | +38.5% |
| YTD | +23.1% | +92.4% | -69.4% | +18.3% |
| 1Y | +28.5% | +213.5% | -185.0% | +20.5% |
| 3Y | -11.8% | +277.2% | -289.0% | -20.3% |
| 5Y | +5.3% | +219.1% | -213.8% | -7.5% |
| All | +5.3% | +216.0% | -210.7% | -7.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling