+31.5%
ORCL vs UNH
-12.1%
+43.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.9% | +4.0% | +3.1% |
| 7D | +5.3% | +1.1% | +4.2% | +5.2% |
| 30D | +10.0% | -3.8% | +13.7% | +10.2% |
| 3M | -32.6% | +0.7% | -33.3% | -32.6% |
| 6M | +4.9% | +37.9% | -32.9% | +3.1% |
| YTD | -17.8% | +21.9% | -39.7% | -18.9% |
| 1Y | -28.0% | +31.4% | -59.4% | -29.2% |
| All | +31.5% | -12.1% | +43.6% | +26.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling