+228.4%
UNH vs TRGP
+863.3%
-634.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.8% | -2.3% |
| 7D | -4.5% | +0.1% | -4.6% | -4.6% |
| 30D | -6.5% | +8.0% | -14.6% | -7.6% |
| 3M | -6.0% | +8.3% | -14.2% | -7.2% |
| 6M | +33.7% | +23.9% | +9.7% | +29.4% |
| YTD | +16.4% | +59.6% | -43.2% | +8.7% |
| 1Y | +10.1% | +79.4% | -69.4% | +1.0% |
| 3Y | -16.3% | +269.4% | -285.7% | -32.1% |
| 5Y | +2.1% | +641.6% | -639.5% | -26.1% |
| All | +228.4% | +863.3% | -634.9% | +105.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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