+63.8%
KO vs UNH
-16.8%
+80.5%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-11 to 2026-09-11.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.4% | +2.9% | +0.6% |
| 7D | +0.2% | -4.5% | +4.8% | +0.4% |
| 30D | +1.8% | -6.5% | +8.4% | +2.0% |
| 3M | +7.7% | -6.0% | +13.7% | +7.8% |
| 6M | +15.3% | +33.7% | -18.4% | +14.9% |
| YTD | +28.0% | +16.4% | +11.6% | +27.7% |
| 1Y | +34.3% | +10.1% | +24.2% | +34.2% |
| 3Y | +63.8% | -16.3% | +80.1% | +64.7% |
| All | +63.8% | -16.8% | +80.5% | +64.7% |
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 2023-09-11 to 2026-09-11: 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…
2023-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling