+309.8%
BE vs UNH
+11.5%
+298.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -2.4% | +9.0% | +6.5% |
| 7D | +9.0% | -4.5% | +13.6% | +8.6% |
| 30D | +16.3% | -6.5% | +22.8% | +15.5% |
| 3M | +10.8% | -6.0% | +16.8% | +10.2% |
| 6M | +73.2% | +33.7% | +39.5% | +75.8% |
| YTD | +217.4% | +16.4% | +201.0% | +206.2% |
| 1Y | +309.8% | +10.1% | +299.7% | +298.9% |
| All | +309.8% | +11.5% | +298.3% | +298.9% |
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