+13,164.2%
GOOG vs UNH
+1,477.1%
+11,687.1%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.9% | -0.1% | -1.5% |
| 7D | -1.6% | -1.7% | +0.1% | -1.1% |
| 30D | -7.7% | -3.8% | -3.8% | -6.6% |
| 3M | -9.3% | -4.3% | -5.0% | -8.4% |
| 6M | +7.4% | +38.6% | -31.2% | -3.0% |
| YTD | +4.9% | +20.7% | -15.8% | -2.6% |
| 1Y | +37.2% | +16.0% | +21.2% | +28.5% |
| 3Y | +141.6% | -13.5% | +155.1% | +133.6% |
| 5Y | +128.8% | +3.5% | +125.2% | +105.7% |
| 10Y | +772.7% | +245.3% | +527.4% | +419.5% |
| All | +13,164.2% | +1,477.1% | +11,687.1% | +4,131.8% |
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 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