+831.7%
UNH vs UUUU
-92.5%
+924.2%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -6.3% | +5.1% | -0.9% |
| 7D | -3.2% | -5.0% | +1.9% | -2.9% |
| 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% | +39.9% |
| YTD | +19.2% | -6.3% | +25.5% | +18.0% |
| 1Y | +15.0% | +7.9% | +7.0% | +12.2% |
| 3Y | -14.5% | +85.2% | -99.7% | -20.4% |
| 5Y | +4.6% | +97.0% | -92.4% | -5.0% |
| 10Y | +241.1% | +492.6% | -251.5% | +174.8% |
| All | +831.7% | -92.5% | +924.2% | +619.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling