+227.5%
UNH vs URI
+1,189.1%
-961.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.1% | +3.9% | +2.3% |
| 7D | +0.2% | -6.0% | +6.1% | +1.3% |
| 30D | +6.8% | +4.6% | +2.2% | +5.7% |
| 3M | -0.3% | -2.7% | +2.4% | -0.1% |
| 6M | +7.9% | +18.4% | -10.5% | +3.4% |
| YTD | +25.1% | +37.4% | -12.2% | +14.9% |
| 1Y | +29.3% | +30.4% | -1.0% | +20.0% |
| 3Y | -20.3% | +147.9% | -168.2% | -38.4% |
| 5Y | -3.6% | +202.1% | -205.6% | -31.9% |
| 10Y | +227.5% | +1,182.4% | -955.0% | +37.5% |
| All | +227.5% | +1,189.1% | -961.6% | +37.5% |
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