+138,844.1%
UNH vs TER
+10,532.9%
+128,311.3%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +8.3% | -8.8% | -1.5% |
| 7D | -1.6% | +5.9% | -7.5% | -2.4% |
| 30D | +6.5% | -30.8% | +37.2% | +10.3% |
| 3M | +0.8% | -29.9% | +30.8% | +3.8% |
| 6M | +6.1% | -27.5% | +33.5% | +7.1% |
| YTD | +24.5% | +37.5% | -13.0% | +15.2% |
| 1Y | +26.3% | +50.3% | -23.9% | +15.6% |
| 3Y | -20.7% | +204.9% | -225.6% | -35.8% |
| 5Y | -3.6% | +89.2% | -92.7% | -18.9% |
| 10Y | +225.1% | +1,077.0% | -851.9% | +114.6% |
| All | +138,844.1% | +10,532.9% | +128,311.3% | +52,205.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling