-20.3%
UNH vs TT
+94.9%
-115.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.1% | +1.8% | +1.9% |
| 7D | +0.2% | +0.8% | -0.6% | +0.1% |
| 30D | +6.8% | -11.8% | +18.6% | +6.9% |
| 3M | -0.3% | -11.6% | +11.3% | -0.2% |
| 6M | +7.9% | -9.3% | +17.2% | +7.8% |
| YTD | +25.1% | +8.9% | +16.3% | +24.7% |
| 1Y | +29.3% | -2.2% | +31.6% | +28.8% |
| 3Y | -20.3% | +91.9% | -112.2% | -22.4% |
| All | -20.3% | +94.9% | -115.2% | -22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TT.
Daily Out/Under-Performance
Portfolio return minus TT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TT 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 TT 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