-12.1%
UNH vs TPG
+74.1%
-86.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.6% | -4.0% | -2.5% |
| 7D | -4.5% | -9.4% | +4.9% | -3.7% |
| 30D | -6.5% | -5.3% | -1.3% | -6.2% |
| 3M | -6.0% | +12.9% | -18.9% | -7.4% |
| 6M | +33.7% | +20.1% | +13.6% | +30.7% |
| YTD | +16.4% | -22.5% | +38.9% | +18.5% |
| 1Y | +10.1% | -19.7% | +29.8% | +11.5% |
| 3Y | -16.3% | +81.2% | -97.5% | -21.2% |
| All | -12.1% | +74.1% | -86.2% | -20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 TPG 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