+5.3%
UNH vs URA
+131.0%
-125.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.1% | -2.2% | +0.7% |
| 7D | +1.1% | +8.1% | -7.0% | +0.7% |
| 30D | -1.5% | +5.8% | -7.3% | -1.9% |
| 3M | -0.8% | +3.4% | -4.3% | -1.2% |
| 6M | +41.8% | -2.6% | +44.4% | +41.2% |
| YTD | +23.1% | +11.2% | +11.9% | +21.0% |
| 1Y | +28.5% | +19.8% | +8.7% | +25.2% |
| 3Y | -11.8% | +121.5% | -133.2% | -20.5% |
| 5Y | +5.3% | +134.5% | -129.1% | -6.8% |
| All | +5.3% | +131.0% | -125.6% | -6.8% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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