+4.6%
UNH vs XME
+167.8%
-163.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.7% | +2.5% | -0.6% |
| 7D | -3.2% | -3.0% | -0.1% | -2.7% |
| 30D | -3.5% | -2.6% | -0.9% | -3.1% |
| 3M | -4.2% | +2.2% | -6.3% | -4.8% |
| 6M | +38.3% | +0.7% | +37.6% | +37.1% |
| YTD | +19.2% | +10.9% | +8.3% | +15.7% |
| 1Y | +15.0% | +35.7% | -20.7% | +7.5% |
| 3Y | -14.5% | +127.1% | -141.6% | -27.9% |
| 5Y | +4.6% | +168.5% | -163.9% | -14.5% |
| All | +4.6% | +167.8% | -163.2% | -14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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