+7.9%
QCOM vs UNH
+33.2%
-25.4%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.2% |
| 7D | +3.3% | +1.1% | +2.3% | +3.3% |
| 30D | +7.7% | -3.8% | +11.5% | +8.0% |
| 3M | -30.1% | +0.7% | -30.8% | -30.2% |
| 6M | +22.8% | +37.9% | -15.0% | +16.2% |
| YTD | +0.2% | +21.9% | -21.7% | -4.3% |
| 1Y | +7.9% | +31.4% | -23.5% | +7.0% |
| All | +7.9% | +33.2% | -25.4% | +7.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling