+11,024.8%
JPM vs UNH
+138,690.6%
-127,665.8%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.9% | -2.4% | -1.7% |
| 7D | -0.4% | +1.1% | -1.6% | -0.7% |
| 30D | -1.1% | -1.5% | +0.4% | -0.7% |
| 3M | +14.1% | -0.8% | +15.0% | +14.2% |
| 6M | +23.3% | +41.8% | -18.5% | +10.9% |
| YTD | +11.3% | +23.1% | -11.8% | +3.2% |
| 1Y | +23.0% | +28.5% | -5.5% | +12.3% |
| 3Y | +162.6% | -11.8% | +174.3% | +153.9% |
| 5Y | +152.8% | +5.3% | +147.4% | +129.6% |
| 10Y | +583.6% | +247.4% | +336.2% | +334.6% |
| All | +11,024.8% | +138,690.6% | -127,665.8% | +1,453.2% |
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