+1,726.2%
BE vs UNH
-16.8%
+1,742.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -2.4% | +9.0% | +6.7% |
| 7D | +9.0% | -4.5% | +13.6% | +9.1% |
| 30D | +16.3% | -6.5% | +22.8% | +16.3% |
| 3M | +10.8% | -6.0% | +16.8% | +10.8% |
| 6M | +73.2% | +33.7% | +39.5% | +72.1% |
| YTD | +217.4% | +16.4% | +201.0% | +212.7% |
| 1Y | +309.8% | +10.1% | +299.7% | +304.5% |
| 3Y | +1,726.2% | -16.3% | +1,742.5% | +1,789.6% |
| All | +1,726.2% | -16.8% | +1,742.9% | +1,789.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling