+1,972.6%
NOW vs UNH
+727.2%
+1,245.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.2% |
| 7D | -3.0% | -3.2% | +0.2% | -1.9% |
| 30D | -26.0% | +4.8% | -30.9% | -27.2% |
| 3M | -13.1% | -1.8% | -11.3% | -12.8% |
| 6M | +14.5% | +8.6% | +5.9% | +10.7% |
| YTD | -33.4% | +21.8% | -55.2% | -39.0% |
| 1Y | -40.6% | +25.8% | -66.5% | -46.3% |
| 3Y | -16.3% | -21.3% | +5.0% | -15.6% |
| 5Y | -26.3% | -5.3% | -21.0% | -33.0% |
| 10Y | +512.7% | +238.1% | +274.6% | +186.0% |
| All | +1,972.6% | +727.2% | +1,245.3% | +570.1% |
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