+236.3%
UNH vs THC
+1,021.1%
-784.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.1% | +0.9% | -0.9% |
| 7D | -3.2% | 0.0% | -3.1% | -3.2% |
| 30D | -3.5% | +1.5% | -5.0% | -3.7% |
| 3M | -4.2% | +59.9% | -64.1% | -10.7% |
| 6M | +38.3% | +11.0% | +27.3% | +35.4% |
| YTD | +19.2% | +32.6% | -13.4% | +13.5% |
| 1Y | +15.0% | +37.4% | -22.4% | +8.6% |
| 3Y | -14.5% | +252.5% | -267.1% | -31.5% |
| 5Y | +4.6% | +262.3% | -257.8% | -19.5% |
| All | +236.3% | +1,021.1% | -784.8% | +98.2% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 10y: compounded portfolio wealth divided by compounded THC 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…
10y analysis · Full analysis span regression · 6 months rolling