+1.9%
UNH vs UUUU
+88.5%
-86.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -6.3% | +5.1% | -1.0% |
| 7D | -3.2% | -5.0% | +1.9% | -3.0% |
| 30D | -3.5% | -7.8% | +4.3% | -3.2% |
| 3M | -4.2% | -0.4% | -3.7% | -4.4% |
| 6M | +38.3% | -32.9% | +71.2% | +39.6% |
| YTD | +19.2% | -6.3% | +25.5% | +17.9% |
| 1Y | +15.0% | +7.9% | +7.0% | +12.1% |
| 3Y | -14.5% | +85.2% | -99.7% | -20.1% |
| All | +1.9% | +88.5% | -86.6% | -6.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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