+19,212.2%
CAT vs UNH
+141,039.8%
-121,827.7%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | +0.5% |
| 7D | +9.3% | +2.4% | +6.9% | +8.8% |
| 30D | -21.5% | +7.2% | -28.7% | -22.8% |
| 3M | -29.1% | +0.5% | -29.6% | -29.3% |
| 6M | -33.4% | +3.4% | -36.8% | -34.2% |
| YTD | +6.6% | +25.2% | -18.6% | +0.1% |
| 1Y | +6.5% | +22.7% | -16.1% | +0.4% |
| 3Y | +162.7% | -20.3% | +183.0% | +161.9% |
| 5Y | +214.2% | -3.4% | +217.6% | +197.1% |
| 10Y | +705.2% | +226.8% | +478.4% | +476.1% |
| All | +19,212.2% | +141,039.8% | -121,827.7% | +4,932.2% |
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