+4.6%
UNH vs XHB
+30.4%
-25.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.3% | +1.1% | -0.8% |
| 7D | -3.2% | -5.2% | +2.1% | -2.3% |
| 30D | -3.5% | -12.1% | +8.7% | -1.3% |
| 3M | -4.2% | -6.2% | +2.1% | -3.4% |
| 6M | +38.3% | -6.7% | +45.0% | +39.3% |
| YTD | +19.2% | -5.5% | +24.7% | +19.6% |
| 1Y | +15.0% | -15.6% | +30.6% | +17.8% |
| 3Y | -14.5% | +22.0% | -36.5% | -19.6% |
| 5Y | +4.6% | +31.8% | -27.3% | -4.4% |
| All | +4.6% | +30.4% | -25.8% | -4.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling