-13.0%
UNH vs URI
+121.2%
-134.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.6% | -2.6% | -1.0% |
| 7D | +1.1% | -2.0% | +3.0% | +1.1% |
| 30D | -3.8% | -12.9% | +9.2% | -3.2% |
| 3M | +0.7% | -6.7% | +7.5% | +1.0% |
| 6M | +37.9% | +19.0% | +18.9% | +36.1% |
| YTD | +21.9% | +25.5% | -3.6% | +20.0% |
| 1Y | +31.4% | +5.5% | +25.8% | +30.0% |
| All | -13.0% | +121.2% | -134.2% | -10.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling