+1,218.2%
BE vs UNH
+1.6%
+1,216.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.2% | -2.8% | -3.9% |
| 7D | +9.7% | -3.2% | +12.9% | +10.1% |
| 30D | +22.4% | -3.5% | +25.8% | +22.8% |
| 3M | +10.4% | -4.2% | +14.5% | +10.6% |
| 6M | +67.9% | +38.3% | +29.5% | +61.6% |
| YTD | +197.5% | +19.2% | +178.3% | +187.7% |
| 1Y | +310.6% | +15.0% | +295.6% | +298.1% |
| 3Y | +1,657.2% | -14.5% | +1,671.8% | +1,613.9% |
| 5Y | +1,218.2% | +4.6% | +1,213.6% | +1,050.3% |
| All | +1,218.2% | +1.6% | +1,216.5% | +1,050.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling