-16.3%
UNH vs XLV
+31.7%
-48.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.2% | -2.2% | -2.2% |
| 7D | -4.5% | -3.6% | -1.0% | -1.2% |
| 30D | -6.5% | -1.8% | -4.7% | -5.2% |
| 3M | -6.0% | +7.8% | -13.8% | -13.6% |
| 6M | +33.7% | +9.1% | +24.5% | +21.2% |
| YTD | +16.4% | +7.7% | +8.7% | +7.4% |
| 1Y | +10.1% | +20.4% | -10.3% | -10.0% |
| 3Y | -16.3% | +30.8% | -47.1% | -32.9% |
| All | -16.3% | +31.7% | -48.0% | -32.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XLV.
Daily Out/Under-Performance
Portfolio return minus XLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLV 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 3y: compounded portfolio wealth divided by compounded XLV 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…
3y analysis · Full analysis span regression · 6 months rolling