-14.3%
UNH vs TRGP
+262.4%
-276.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.2% |
| 7D | -3.2% | -0.6% | -2.6% | -3.1% |
| 30D | -3.5% | +10.0% | -13.4% | -3.7% |
| 3M | -4.2% | +7.6% | -11.8% | -4.4% |
| 6M | +38.3% | +26.8% | +11.5% | +37.4% |
| YTD | +19.2% | +60.6% | -41.3% | +18.0% |
| 1Y | +15.0% | +82.5% | -67.5% | +13.5% |
| All | -14.3% | +262.4% | -276.7% | -16.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling