+10.1%
UNH vs U
+1.1%
+9.0%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +4.5% | -6.9% | -2.5% |
| 7D | -4.5% | +5.5% | -10.1% | -4.7% |
| 30D | -6.5% | -1.3% | -5.3% | -6.5% |
| 3M | -6.0% | +64.6% | -70.6% | -7.6% |
| 6M | +33.7% | +119.4% | -85.7% | +30.4% |
| YTD | +16.4% | -0.5% | +16.9% | +17.9% |
| 1Y | +10.1% | +1.3% | +8.8% | +10.8% |
| All | +10.1% | +1.1% | +9.0% | +10.8% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 1y: compounded portfolio wealth divided by compounded U 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…
1y analysis · Full analysis span regression · 6 months rolling