+5.3%
UNH vs URI
+206.8%
-201.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.4% | +0.9% |
| 7D | +1.1% | +2.5% | -1.4% | +0.9% |
| 30D | -1.5% | -12.5% | +11.0% | -0.4% |
| 3M | -0.8% | -6.2% | +5.3% | -0.5% |
| 6M | +41.8% | +25.9% | +15.9% | +37.9% |
| YTD | +23.1% | +26.2% | -3.1% | +19.4% |
| 1Y | +28.5% | +5.5% | +23.0% | +26.7% |
| 3Y | -11.8% | +125.0% | -136.7% | -20.9% |
| 5Y | +5.3% | +210.4% | -205.1% | -13.7% |
| All | +5.3% | +206.8% | -201.5% | -13.7% |
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