+38.6%
UNH vs TRI
-10.6%
+49.2%
-11.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.9% | -0.1% | -1.9% |
| 7D | -1.7% | -8.4% | +6.7% | -1.6% |
| 30D | -3.8% | -6.5% | +2.6% | -3.8% |
| 3M | -4.3% | +18.6% | -22.9% | -5.4% |
| 6M | +38.6% | -10.4% | +49.1% | +37.3% |
| All | +38.6% | -10.6% | +49.2% | +37.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 6mo: compounded portfolio wealth divided by compounded TRI 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…
6mo analysis · Full analysis span regression · 6 months rolling