+228.4%
UNH vs ABT
+201.3%
+27.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.4% | -1.0% | -1.8% |
| 7D | -4.5% | -5.9% | +1.3% | -1.9% |
| 30D | -6.5% | -8.1% | +1.5% | -3.0% |
| 3M | -6.0% | +14.5% | -20.5% | -12.3% |
| 6M | +33.7% | -6.3% | +39.9% | +36.4% |
| YTD | +16.4% | -17.1% | +33.5% | +25.3% |
| 1Y | +10.1% | -21.4% | +31.4% | +21.5% |
| 3Y | -16.3% | +5.9% | -22.2% | -23.1% |
| 5Y | +2.1% | -12.8% | +14.9% | +2.7% |
| All | +228.4% | +201.3% | +27.1% | +80.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ABT.
Daily Out/Under-Performance
Portfolio return minus ABT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ABT 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 10y: compounded portfolio wealth divided by compounded ABT 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…
10y analysis · Full analysis span regression · 6 months rolling