-6.7%
UNH vs URI
+166.6%
-173.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -0.5% |
| 7D | -3.2% | -9.8% | +6.6% | -2.3% |
| 30D | +4.8% | +1.7% | +3.1% | +4.6% |
| 3M | -1.8% | -9.1% | +7.2% | -1.1% |
| 6M | +8.6% | +9.9% | -1.3% | +7.3% |
| YTD | +21.8% | +31.2% | -9.5% | +17.7% |
| 1Y | +25.8% | +25.9% | -0.1% | +22.2% |
| 3Y | -21.3% | +147.4% | -168.7% | -29.8% |
| All | -6.7% | +166.6% | -173.3% | -19.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling