-12.6%
UNH vs THC
+261.6%
-274.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.5% | -1.0% |
| 7D | +1.1% | -0.7% | +1.7% | +1.1% |
| 30D | -3.8% | +1.3% | -5.0% | -3.9% |
| 3M | +0.7% | +64.2% | -63.5% | -2.2% |
| 6M | +37.9% | +8.3% | +29.6% | +37.1% |
| YTD | +21.9% | +33.4% | -11.4% | +19.6% |
| 1Y | +31.4% | +37.7% | -6.3% | +28.6% |
| All | -12.6% | +261.6% | -274.2% | -9.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling