+289.3%
INTC vs UNH
+33.2%
+256.1%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.9% | +5.5% | +4.6% |
| 7D | +7.1% | +1.1% | +6.0% | +7.0% |
| 30D | -5.2% | -3.8% | -1.4% | -4.8% |
| 3M | -14.3% | +0.7% | -15.0% | -14.6% |
| 6M | +110.2% | +37.9% | +72.3% | +97.2% |
| YTD | +159.6% | +21.9% | +137.7% | +139.8% |
| 1Y | +289.3% | +31.4% | +257.9% | +315.0% |
| All | +289.3% | +33.2% | +256.1% | +315.0% |
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