+8,422.4%
JNJ vs UNH
+135,996.8%
-127,574.4%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.9% | +1.2% | -0.4% |
| 7D | -3.0% | -1.7% | -1.3% | -2.7% |
| 30D | +2.5% | -3.8% | +6.4% | +3.2% |
| 3M | +13.2% | -4.3% | +17.5% | +14.1% |
| 6M | +11.3% | +38.6% | -27.3% | +4.6% |
| YTD | +31.1% | +20.7% | +10.5% | +25.5% |
| 1Y | +54.3% | +16.0% | +38.3% | +48.5% |
| 3Y | +81.1% | -13.5% | +94.6% | +78.6% |
| 5Y | +82.7% | +3.5% | +79.2% | +73.2% |
| 10Y | +196.5% | +245.3% | -48.9% | +123.3% |
| All | +8,422.4% | +135,996.8% | -127,574.4% | +1,899.6% |
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