+20,639.1%
TXN vs UNH
+135,996.8%
-115,357.7%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.9% | +3.0% | +1.4% |
| 7D | +2.7% | -1.7% | +4.3% | +3.0% |
| 30D | -6.7% | -3.8% | -2.9% | -6.0% |
| 3M | -8.9% | -4.3% | -4.6% | -8.3% |
| 6M | +34.7% | +38.6% | -3.9% | +25.0% |
| YTD | +53.3% | +20.7% | +32.6% | +45.7% |
| 1Y | +45.0% | +16.0% | +29.0% | +38.9% |
| 3Y | +73.1% | -13.5% | +86.6% | +70.3% |
| 5Y | +59.9% | +3.5% | +56.4% | +50.4% |
| 10Y | +415.7% | +245.3% | +170.3% | +277.4% |
| All | +20,639.1% | +135,996.8% | -115,357.7% | +4,321.9% |
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