+33,471.1%
ORCL vs UNH
+137,409.6%
-103,938.5%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.9% | +4.0% | +3.3% |
| 7D | +5.3% | +1.1% | +4.2% | +4.9% |
| 30D | +10.0% | -3.8% | +13.7% | +11.0% |
| 3M | -32.6% | +0.7% | -33.3% | -32.9% |
| 6M | +4.9% | +37.9% | -32.9% | -4.0% |
| YTD | -17.8% | +21.9% | -39.7% | -22.9% |
| 1Y | -28.0% | +31.4% | -59.4% | -34.1% |
| 3Y | +36.0% | -11.4% | +47.4% | +31.7% |
| 5Y | +88.7% | +2.5% | +86.2% | +74.2% |
| 10Y | +346.9% | +242.9% | +104.0% | +192.0% |
| All | +33,471.1% | +137,409.6% | -103,938.5% | +3,414.5% |
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 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