+45.3%
UNH vs U
-33.8%
+79.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.4% | +0.8% | -0.5% |
| 7D | -1.6% | +16.9% | -18.5% | -1.9% |
| 30D | +6.5% | +6.4% | +0.1% | +6.3% |
| 3M | +0.8% | +13.2% | -12.4% | +0.5% |
| 6M | +6.1% | +84.8% | -78.7% | +4.5% |
| YTD | +24.5% | +12.4% | +12.1% | +23.7% |
| 1Y | +26.3% | +19.8% | +6.5% | +25.4% |
| 3Y | -20.7% | +83.8% | -104.5% | -22.6% |
| 5Y | -3.6% | -72.7% | +69.2% | -6.1% |
| All | +45.3% | -33.8% | +79.1% | +41.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling