+54.9%
XLE vs UNH
-11.7%
+66.6%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | +1.1% |
| 7D | 0.0% | +1.1% | -1.1% | 0.0% |
| 30D | +12.6% | -1.5% | +14.2% | +12.7% |
| 3M | +11.8% | -0.8% | +12.7% | +11.8% |
| 6M | +16.1% | +41.8% | -25.7% | +15.0% |
| YTD | +46.9% | +23.1% | +23.8% | +45.8% |
| 1Y | +53.3% | +28.5% | +24.7% | +52.0% |
| 3Y | +54.9% | -11.8% | +66.7% | +54.7% |
| All | +54.9% | -11.7% | +66.6% | +54.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UNH.
Daily Out/Under-Performance
Portfolio return minus UNH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNH 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 UNH 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