+4,770.1%
DELL vs UNH
+234.6%
+4,535.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.9% | +0.9% | +1.6% |
| 7D | +25.6% | +1.1% | +24.5% | +25.3% |
| 30D | +17.7% | -1.5% | +19.2% | +18.1% |
| 3M | +33.4% | -0.8% | +34.3% | +33.4% |
| 6M | +266.2% | +41.8% | +224.4% | +233.6% |
| YTD | +328.0% | +23.1% | +304.9% | +300.8% |
| 1Y | +339.6% | +28.5% | +311.1% | +306.1% |
| 3Y | +694.6% | -11.8% | +706.4% | +648.9% |
| 5Y | +1,122.0% | +5.3% | +1,116.6% | +939.4% |
| 10Y | +4,062.5% | +247.4% | +3,815.0% | +2,315.2% |
| All | +4,770.1% | +234.6% | +4,535.5% | +2,787.7% |
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