+695.6%
AVGO vs UNH
+1.6%
+694.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -0.9% |
| 7D | +1.0% | -3.2% | +4.2% | +1.2% |
| 30D | -13.3% | -3.5% | -9.8% | -13.2% |
| 3M | -2.9% | -4.2% | +1.3% | -2.8% |
| 6M | +5.7% | +38.3% | -32.6% | +3.1% |
| YTD | +4.6% | +19.2% | -14.6% | +2.5% |
| 1Y | -1.6% | +15.0% | -16.6% | -3.4% |
| 3Y | +336.2% | -14.5% | +350.7% | +324.4% |
| 5Y | +695.6% | +4.6% | +691.1% | +570.7% |
| All | +695.6% | +1.6% | +694.0% | +570.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling