+30,513.3%
AVGO vs UNH
+1,927.5%
+28,585.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.6% | -5.3% | -4.9% |
| 7D | +18.2% | +3.4% | +14.8% | +17.0% |
| 30D | +0.2% | +3.0% | -2.8% | -0.7% |
| 3M | -16.8% | +2.7% | -19.5% | -17.6% |
| 6M | -16.5% | +2.8% | -19.2% | -17.9% |
| YTD | +0.8% | +25.9% | -25.1% | -9.0% |
| 1Y | +2.8% | +25.8% | -23.0% | -7.4% |
| 3Y | +278.5% | -20.0% | +298.6% | +273.6% |
| 5Y | +573.1% | -2.8% | +575.9% | +495.4% |
| 10Y | +2,598.7% | +228.7% | +2,369.9% | +1,235.9% |
| All | +30,513.3% | +1,927.5% | +28,585.8% | +8,447.6% |
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 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