+25,808.1%
CAT vs UNH
+137,409.5%
-111,601.4%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.9% | +2.7% | +1.9% |
| 7D | +1.7% | +1.1% | +0.6% | +1.5% |
| 30D | -6.6% | -3.8% | -2.8% | -5.8% |
| 3M | -13.3% | +0.7% | -14.0% | -13.7% |
| 6M | +11.6% | +37.9% | -26.2% | +3.5% |
| YTD | +42.9% | +21.9% | +21.0% | +35.2% |
| 1Y | +95.4% | +31.4% | +64.1% | +81.3% |
| 3Y | +196.6% | -11.4% | +208.0% | +188.7% |
| 5Y | +321.7% | +2.5% | +319.1% | +293.7% |
| 10Y | +1,140.8% | +242.9% | +897.9% | +780.0% |
| All | +25,808.1% | +137,409.5% | -111,601.4% | +6,700.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling