-20.3%
UNH vs U
+124.7%
-145.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.1% | +4.0% | +1.9% |
| 7D | +0.2% | +24.4% | -24.2% | -0.3% |
| 30D | +6.8% | +7.4% | -0.6% | +6.6% |
| 3M | -0.3% | +16.8% | -17.1% | -0.7% |
| 6M | +7.9% | +78.8% | -70.9% | +6.0% |
| YTD | +25.1% | +14.0% | +11.2% | +24.5% |
| 1Y | +29.3% | +16.7% | +12.6% | +28.5% |
| 3Y | -20.3% | +86.4% | -106.7% | -20.8% |
| All | -20.3% | +124.7% | -145.0% | -20.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling