+216.1%
UNH vs URI
+1,173.3%
-957.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.3% | +1.9% | +0.8% |
| 7D | +3.4% | +6.7% | -3.3% | +2.0% |
| 30D | +3.0% | +8.9% | -5.9% | +1.1% |
| 3M | +2.7% | +0.5% | +2.2% | +2.2% |
| 6M | +2.8% | +20.7% | -17.9% | -1.9% |
| YTD | +25.9% | +40.0% | -14.2% | +15.1% |
| 1Y | +25.8% | +34.4% | -8.6% | +16.0% |
| 3Y | -20.0% | +149.5% | -169.5% | -38.2% |
| 5Y | -2.8% | +205.6% | -208.4% | -31.4% |
| All | +216.1% | +1,173.3% | -957.3% | +38.5% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 10y: compounded portfolio wealth divided by compounded URI 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…
10y analysis · Full analysis span regression · 6 months rolling