-20.0%
UNH vs TSN
+41.9%
-62.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +0.7% |
| 7D | +3.4% | -1.4% | +4.8% | +3.6% |
| 30D | +3.0% | +8.5% | -5.5% | +2.0% |
| 3M | +2.7% | +5.3% | -2.5% | +2.0% |
| 6M | +2.8% | -10.5% | +13.3% | +3.8% |
| YTD | +25.9% | +3.0% | +22.9% | +24.0% |
| 1Y | +25.8% | +12.1% | +13.7% | +21.8% |
| 3Y | -20.0% | +43.1% | -63.1% | -23.1% |
| All | -20.0% | +41.9% | -62.0% | -23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TSN.
Daily Out/Under-Performance
Portfolio return minus TSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TSN 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 3y: compounded portfolio wealth divided by compounded TSN 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…
3y analysis · Full analysis span regression · 6 months rolling