+228.4%
UNH vs XHB
+215.4%
+13.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.6% | -4.0% | -3.0% |
| 7D | -4.5% | -4.6% | +0.1% | -2.9% |
| 30D | -6.5% | -9.1% | +2.6% | -3.3% |
| 3M | -6.0% | -8.6% | +2.6% | -3.4% |
| 6M | +33.7% | -4.0% | +37.7% | +34.0% |
| YTD | +16.4% | -3.9% | +20.3% | +16.3% |
| 1Y | +10.1% | -16.5% | +26.5% | +16.1% |
| 3Y | -16.3% | +22.6% | -38.9% | -27.8% |
| 5Y | +2.1% | +33.9% | -31.8% | -18.0% |
| All | +228.4% | +215.4% | +13.0% | +53.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 10y: compounded portfolio wealth divided by compounded XHB 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…
10y analysis · Full analysis span regression · 6 months rolling