+95.4%
CAT vs UNH
+33.2%
+62.2%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.9% | +2.7% | +1.8% |
| 7D | +1.7% | +1.1% | +0.6% | +1.7% |
| 30D | -6.6% | -3.8% | -2.8% | -6.4% |
| 3M | -13.3% | +0.7% | -14.0% | -13.5% |
| 6M | +11.6% | +37.9% | -26.2% | +7.9% |
| YTD | +42.9% | +21.9% | +21.0% | +38.1% |
| 1Y | +95.4% | +31.4% | +64.1% | +90.8% |
| All | +95.4% | +33.2% | +62.2% | +90.8% |
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