+1,102.1%
BAC vs UNH
+141,851.5%
-140,749.5%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.6% | +0.4% | +0.8% |
| 7D | +3.2% | +3.4% | -0.1% | +2.2% |
| 30D | -0.7% | +3.0% | -3.7% | -1.6% |
| 3M | -20.0% | +2.7% | -22.7% | -20.8% |
| 6M | +3.4% | +2.8% | +0.6% | +2.1% |
| YTD | -5.7% | +25.9% | -31.6% | -14.1% |
| 1Y | -1.4% | +25.8% | -27.2% | -10.2% |
| 3Y | +97.9% | -20.0% | +117.9% | +96.5% |
| 5Y | +22.9% | -2.8% | +25.8% | +13.3% |
| 10Y | +235.3% | +228.7% | +6.6% | +107.5% |
| All | +1,102.1% | +141,851.5% | -140,749.5% | +60.0% |
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