+2,014.5%
UNH vs TRI
+507.2%
+1,507.4%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.9% | -0.1% | -1.3% |
| 7D | -1.7% | -8.4% | +6.7% | +1.3% |
| 30D | -3.8% | -6.5% | +2.6% | -2.0% |
| 3M | -4.3% | +18.6% | -22.9% | -12.4% |
| 6M | +38.6% | -10.4% | +49.1% | +39.6% |
| YTD | +20.7% | -23.7% | +44.4% | +28.2% |
| 1Y | +16.0% | -42.5% | +58.5% | +38.7% |
| 3Y | -13.5% | -19.3% | +5.8% | -13.2% |
| 5Y | +3.5% | -9.7% | +13.2% | -2.6% |
| 10Y | +245.3% | +194.4% | +50.9% | +89.9% |
| All | +2,014.5% | +507.2% | +1,507.4% | +641.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling