+8,723.8%
UNH vs URI
+7,982.2%
+741.6%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +6.9% | -6.0% | -0.2% |
| 7D | -0.7% | -4.0% | +3.3% | -0.1% |
| 30D | +4.8% | +6.8% | -2.0% | +3.7% |
| 3M | -1.7% | -2.8% | +1.1% | -1.5% |
| 6M | +5.9% | +20.9% | -15.0% | +2.2% |
| YTD | +22.8% | +40.2% | -17.4% | +14.9% |
| 1Y | +25.9% | +34.1% | -8.2% | +18.6% |
| 3Y | -21.4% | +164.1% | -185.6% | -35.0% |
| 5Y | -6.3% | +199.3% | -205.6% | -25.7% |
| 10Y | +231.0% | +1,218.8% | -987.8% | +98.4% |
| All | +8,723.8% | +7,982.2% | +741.6% | +3,083.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling