+5.3%
UNH vs THC
+248.0%
-242.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.3% | +3.2% | +1.1% |
| 7D | +1.1% | -2.6% | +3.7% | +1.4% |
| 30D | -1.5% | -1.2% | -0.4% | -1.5% |
| 3M | -0.8% | +58.9% | -59.8% | -5.0% |
| 6M | +41.8% | +9.3% | +32.5% | +40.3% |
| YTD | +23.1% | +30.4% | -7.3% | +19.6% |
| 1Y | +28.5% | +34.6% | -6.1% | +24.4% |
| 3Y | -11.8% | +246.7% | -258.4% | -22.6% |
| 5Y | +5.3% | +244.5% | -239.2% | -8.1% |
| All | +5.3% | +248.0% | -242.6% | -8.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling