-5.0%
UNH vs USB
+22.2%
-27.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.1% | -1.2% | -3.0% |
| 7D | -3.7% | -1.5% | -2.2% | -3.4% |
| 30D | +5.2% | +4.3% | +0.9% | +4.4% |
| 3M | -3.5% | -6.1% | +2.5% | -2.5% |
| 6M | +10.0% | +9.4% | +0.6% | +8.2% |
| YTD | +22.2% | +15.2% | +7.1% | +18.9% |
| 1Y | +24.0% | +32.8% | -8.8% | +17.7% |
| 3Y | -20.6% | +91.3% | -111.9% | -29.1% |
| 5Y | -5.0% | +22.7% | -27.6% | -7.5% |
| All | -5.0% | +22.2% | -27.2% | -7.5% |
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