+1,988.6%
NOW vs UNH
+734.5%
+1,254.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.5% |
| 7D | -3.1% | -0.7% | -2.4% | -2.8% |
| 30D | -27.0% | +4.8% | -31.9% | -28.2% |
| 3M | -17.7% | -1.7% | -16.0% | -17.5% |
| 6M | +12.7% | +5.9% | +6.8% | +9.9% |
| YTD | -32.9% | +22.8% | -55.8% | -38.7% |
| 1Y | -40.4% | +25.9% | -66.3% | -46.1% |
| 3Y | -17.1% | -21.4% | +4.3% | -16.2% |
| 5Y | -25.7% | -6.3% | -19.4% | -32.0% |
| 10Y | +504.6% | +231.0% | +273.6% | +185.6% |
| All | +1,988.6% | +734.5% | +1,254.1% | +573.4% |
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