+1,272.1%
UNH vs TRGP
+2,242.0%
-969.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -1.0% | -1.8% |
| 7D | -1.7% | -0.7% | -0.9% | -1.6% |
| 30D | -3.8% | +9.5% | -13.3% | -5.0% |
| 3M | -4.3% | +10.8% | -15.1% | -5.8% |
| 6M | +38.6% | +25.3% | +13.3% | +34.1% |
| YTD | +20.7% | +60.3% | -39.6% | +12.8% |
| 1Y | +16.0% | +84.6% | -68.6% | +6.2% |
| 3Y | -13.5% | +264.4% | -277.8% | -29.1% |
| 5Y | +3.5% | +636.6% | -633.1% | -24.0% |
| 10Y | +245.3% | +848.9% | -603.6% | +117.1% |
| All | +1,272.1% | +2,242.0% | -969.9% | +476.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling