+16,837.1%
INTC vs UNH
+135,996.8%
-119,159.7%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.9% | +3.6% | +2.1% |
| 7D | +18.0% | -1.7% | +19.6% | +18.4% |
| 30D | +8.9% | -3.8% | +12.8% | +9.8% |
| 3M | -1.6% | -4.3% | +2.7% | -0.9% |
| 6M | +133.1% | +38.6% | +94.5% | +115.6% |
| YTD | +187.9% | +20.7% | +167.2% | +172.7% |
| 1Y | +334.7% | +16.0% | +318.7% | +314.7% |
| 3Y | +184.2% | -13.5% | +197.7% | +178.6% |
| 5Y | +116.0% | +3.5% | +112.5% | +101.6% |
| 10Y | +270.0% | +245.3% | +24.6% | +164.9% |
| All | +16,837.1% | +135,996.8% | -119,159.7% | +2,732.3% |
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