-6.8%
AVGO vs UNH
+28.3%
-35.1%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.2% | -3.2% | -1.9% |
| 7D | -7.5% | +0.6% | -8.0% | -7.4% |
| 30D | -10.2% | +8.1% | -18.4% | -9.4% |
| 3M | -22.0% | +1.1% | -23.1% | -21.9% |
| 6M | -21.6% | +11.7% | -33.3% | -21.0% |
| YTD | -5.4% | +26.5% | -31.9% | -7.2% |
| 1Y | -6.8% | +27.0% | -33.9% | -8.6% |
| All | -6.8% | +28.3% | -35.1% | -8.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling