+31,416.6%
AVGO vs UNH
+1,864.1%
+29,552.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.2% | +0.5% |
| 7D | -3.0% | +1.1% | -4.0% | -3.3% |
| 30D | -14.4% | -3.8% | -10.7% | -13.5% |
| 3M | -14.4% | +0.7% | -15.2% | -15.1% |
| 6M | +13.1% | +37.9% | -24.7% | +0.7% |
| YTD | +3.8% | +21.9% | -18.1% | -5.3% |
| 1Y | +17.8% | +31.4% | -13.6% | +4.1% |
| 3Y | +325.3% | -11.4% | +336.7% | +297.5% |
| 5Y | +689.9% | +2.5% | +687.4% | +577.0% |
| 10Y | +2,597.0% | +242.9% | +2,354.1% | +1,204.9% |
| All | +31,416.6% | +1,864.1% | +29,552.6% | +8,794.0% |
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