+137,274.1%
UNH vs TRV
+6,550.0%
+130,724.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.9% | +1.3% |
| 7D | +1.1% | +0.5% | +0.7% | +0.9% |
| 30D | -1.5% | -4.9% | +3.3% | +0.4% |
| 3M | -0.8% | +23.7% | -24.6% | -9.4% |
| 6M | +41.8% | +20.3% | +21.5% | +30.9% |
| YTD | +23.1% | +27.1% | -4.0% | +10.9% |
| 1Y | +28.5% | +35.3% | -6.8% | +12.8% |
| 3Y | -11.8% | +139.8% | -151.6% | -40.3% |
| 5Y | +5.3% | +153.9% | -148.5% | -31.4% |
| 10Y | +247.4% | +285.9% | -38.4% | +84.1% |
| All | +137,274.1% | +6,550.0% | +130,724.1% | +18,221.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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