+77,094.7%
ASML vs UNH
+9,435.0%
+67,659.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -3.3% | -6.0% | -8.4% |
| 7D | -19.0% | -3.7% | -15.3% | -18.1% |
| 30D | -25.9% | +5.2% | -31.1% | -27.0% |
| 3M | -19.1% | -3.5% | -15.5% | -18.5% |
| 6M | -5.7% | +10.0% | -15.8% | -8.8% |
| YTD | +27.6% | +22.2% | +5.3% | +18.3% |
| 1Y | +30.8% | +24.0% | +6.8% | +20.6% |
| 3Y | +116.2% | -20.6% | +136.9% | +114.2% |
| 5Y | +67.7% | -5.0% | +72.6% | +56.4% |
| 10Y | +1,355.3% | +239.4% | +1,115.9% | +835.5% |
| All | +77,094.7% | +9,435.0% | +67,659.7% | +20,014.8% |
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