-6.3%
UNH vs USB
+26.3%
-32.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.5% | -1.6% | +0.4% |
| 7D | -0.7% | +0.8% | -1.5% | -0.8% |
| 30D | +4.8% | +6.8% | -2.0% | +3.6% |
| 3M | -1.7% | -3.8% | +2.1% | -1.1% |
| 6M | +5.9% | +11.7% | -5.8% | +3.7% |
| YTD | +22.8% | +17.5% | +5.3% | +19.1% |
| 1Y | +25.9% | +33.8% | -7.9% | +19.4% |
| 3Y | -21.4% | +104.2% | -125.7% | -30.6% |
| 5Y | -6.3% | +26.4% | -32.7% | -9.5% |
| All | -6.3% | +26.3% | -32.6% | -9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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