+5.3%
UNH vs TT
+146.0%
-140.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.4% | +1.0% |
| 7D | +1.1% | +1.6% | -0.4% | +0.9% |
| 30D | -1.5% | -7.3% | +5.8% | -0.6% |
| 3M | -0.8% | -2.6% | +1.7% | -0.8% |
| 6M | +41.8% | +5.9% | +35.9% | +40.1% |
| YTD | +23.1% | +15.4% | +7.7% | +20.1% |
| 1Y | +28.5% | +8.2% | +20.3% | +26.3% |
| 3Y | -11.8% | +122.7% | -134.4% | -26.9% |
| 5Y | +5.3% | +145.0% | -139.6% | -19.6% |
| All | +5.3% | +146.0% | -140.6% | -19.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling