+139,595.8%
UNH vs TT
+15,156.8%
+124,439.0%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +10.4% |
| 3M | -0.3% | -11.6% | +11.3% | +2.9% |
| 6M | +7.9% | -9.3% | +17.2% | +9.9% |
| YTD | +25.1% | +8.9% | +16.3% | +20.2% |
| 1Y | +29.3% | -2.2% | +31.6% | +28.2% |
| 3Y | -20.3% | +91.9% | -112.2% | -37.2% |
| 5Y | -3.6% | +136.0% | -139.6% | -30.2% |
| 10Y | +227.5% | +734.7% | -507.3% | +60.1% |
| All | +139,595.8% | +15,156.8% | +124,439.0% | +21,915.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling