+3.5%
UNH vs U
-67.7%
+71.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.9% |
| 7D | -1.7% | +4.4% | -6.0% | -1.8% |
| 30D | -3.8% | -1.3% | -2.5% | -3.8% |
| 3M | -4.3% | +49.6% | -53.9% | -5.5% |
| 6M | +38.6% | +100.2% | -61.6% | +35.7% |
| YTD | +20.7% | -3.7% | +24.4% | +20.3% |
| 1Y | +16.0% | -6.5% | +22.5% | +15.6% |
| 3Y | -13.5% | +12.9% | -26.4% | -15.1% |
| 5Y | +3.5% | -68.3% | +71.8% | +3.2% |
| All | +3.5% | -67.7% | +71.2% | +3.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling