+121,410.5%
AAPL vs UNH
+138,690.6%
-17,280.1%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -1.4% |
| 7D | -2.7% | +1.1% | -3.9% | -3.0% |
| 30D | +1.0% | -1.5% | +2.5% | +1.3% |
| 3M | +5.0% | -0.8% | +5.8% | +5.0% |
| 6M | +23.0% | +41.8% | -18.8% | +13.3% |
| YTD | +16.6% | +23.1% | -6.4% | +9.8% |
| 1Y | +33.4% | +28.5% | +4.9% | +24.0% |
| 3Y | +79.9% | -11.8% | +91.6% | +74.7% |
| 5Y | +109.0% | +5.3% | +103.7% | +94.1% |
| 10Y | +1,210.4% | +247.4% | +963.0% | +830.5% |
| All | +121,410.5% | +138,690.6% | -17,280.1% | +21,568.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling