-0.5%
UNH vs XLU
+42.8%
-43.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.1% | -2.3% |
| 7D | -4.5% | -1.6% | -2.9% | -4.0% |
| 30D | -6.5% | -3.3% | -3.2% | -5.5% |
| 3M | -6.0% | -3.2% | -2.8% | -5.1% |
| 6M | +33.7% | -7.0% | +40.6% | +36.4% |
| YTD | +16.4% | +0.6% | +15.8% | +15.5% |
| 1Y | +10.1% | +2.4% | +7.6% | +8.6% |
| 3Y | -16.3% | +46.3% | -62.6% | -29.2% |
| All | -0.5% | +42.8% | -43.3% | -16.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XLU.
Daily Out/Under-Performance
Portfolio return minus XLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLU 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 XLU 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