+4.6%
UNH vs TRMB
-39.6%
+44.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.2% | -1.1% |
| 7D | -3.2% | -5.4% | +2.3% | -2.4% |
| 30D | -3.5% | -2.0% | -1.5% | -3.2% |
| 3M | -4.2% | +12.3% | -16.5% | -6.0% |
| 6M | +38.3% | -17.6% | +55.9% | +41.9% |
| YTD | +19.2% | -27.5% | +46.7% | +24.7% |
| 1Y | +15.0% | -29.1% | +44.1% | +20.5% |
| 3Y | -14.5% | +11.5% | -26.0% | -17.6% |
| 5Y | +4.6% | -39.5% | +44.0% | +15.5% |
| All | +4.6% | -39.6% | +44.2% | +15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 5y: compounded portfolio wealth divided by compounded TRMB 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…
5y analysis · Full analysis span regression · 6 months rolling