+318.3%
INTC vs UNH
+11.5%
+306.8%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.4% | +5.0% | +2.9% |
| 7D | +7.5% | -4.5% | +12.0% | +8.1% |
| 30D | +2.0% | -6.5% | +8.5% | +2.8% |
| 3M | -12.0% | -6.0% | -6.0% | -11.5% |
| 6M | +114.5% | +33.7% | +80.9% | +99.8% |
| YTD | +179.0% | +16.4% | +162.6% | +155.0% |
| 1Y | +318.3% | +10.1% | +308.2% | +314.1% |
| All | +318.3% | +11.5% | +306.8% | +314.1% |
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