+2,550.6%
SOXX vs UNH
+2,945.9%
-395.3%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.4% | +4.2% | +2.6% |
| 7D | +1.4% | -4.5% | +5.9% | +2.8% |
| 30D | -3.6% | -6.5% | +3.0% | -1.7% |
| 3M | -10.2% | -6.0% | -4.2% | -8.9% |
| 6M | +54.2% | +33.7% | +20.6% | +39.9% |
| YTD | +75.2% | +16.4% | +58.8% | +63.9% |
| 1Y | +107.5% | +10.1% | +97.4% | +97.1% |
| 3Y | +226.8% | -16.3% | +243.1% | +217.1% |
| 5Y | +251.2% | +2.1% | +249.1% | +215.0% |
| 10Y | +1,567.6% | +233.1% | +1,334.6% | +906.8% |
| All | +2,550.6% | +2,945.9% | -395.3% | +657.4% |
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