+17.8%
AVGO vs UNH
+33.2%
-15.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.2% | +0.1% |
| 7D | -3.0% | +1.1% | -4.0% | -2.9% |
| 30D | -14.4% | -3.8% | -10.7% | -14.7% |
| 3M | -14.4% | +0.7% | -15.2% | -14.5% |
| 6M | +13.1% | +37.9% | -24.7% | +11.4% |
| YTD | +3.8% | +21.9% | -18.1% | +0.4% |
| 1Y | +17.8% | +31.4% | -13.6% | +19.5% |
| All | +17.8% | +33.2% | -15.4% | +19.5% |
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