+42.3%
UNH vs U
-44.5%
+86.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.9% |
| 7D | +1.1% | -3.8% | +4.9% | +1.1% |
| 30D | -3.8% | +17.5% | -21.2% | -4.1% |
| 3M | +0.7% | +38.7% | -38.0% | 0.0% |
| 6M | +37.9% | +104.4% | -66.6% | +35.6% |
| YTD | +21.9% | -5.7% | +27.6% | +21.7% |
| 1Y | +31.4% | +3.7% | +27.7% | +30.7% |
| 3Y | -11.4% | +12.3% | -23.7% | -12.7% |
| 5Y | +2.5% | -68.8% | +71.3% | +0.7% |
| All | +42.3% | -44.5% | +86.7% | +39.0% |
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