+91.7%
BKNG vs UNH
+3.5%
+88.1%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.7% | +0.6% |
| 7D | -10.7% | -3.2% | -7.5% | -10.4% |
| 30D | -18.1% | -3.5% | -14.6% | -17.8% |
| 3M | +8.5% | -4.2% | +12.7% | +8.9% |
| 6M | -0.1% | +38.3% | -38.4% | -3.1% |
| YTD | -18.2% | +19.2% | -37.4% | -20.0% |
| 1Y | -19.9% | +15.0% | -34.8% | -21.3% |
| 3Y | +41.6% | -14.5% | +56.1% | +36.7% |
| All | +91.7% | +3.5% | +88.1% | +70.9% |
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 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