+84.2%
JNJ vs UNH
+1.1%
+83.1%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.1% | 0.0% |
| 7D | -3.5% | -4.5% | +1.0% | -3.0% |
| 30D | +2.3% | -6.5% | +8.8% | +3.1% |
| 3M | +12.0% | -6.0% | +18.0% | +12.7% |
| 6M | +10.5% | +33.7% | -23.2% | +7.1% |
| YTD | +30.4% | +16.4% | +14.0% | +27.7% |
| 1Y | +52.1% | +10.1% | +42.1% | +49.9% |
| 3Y | +77.8% | -16.3% | +94.1% | +74.2% |
| All | +84.2% | +1.1% | +83.1% | +69.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling