+10.1%
UNH vs ABT
-19.6%
+29.6%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.4% | -1.0% | -2.2% |
| 7D | -4.5% | -5.9% | +1.3% | -4.0% |
| 30D | -6.5% | -8.1% | +1.5% | -5.8% |
| 3M | -6.0% | +14.5% | -20.5% | -7.4% |
| 6M | +33.7% | -6.3% | +39.9% | +33.9% |
| YTD | +16.4% | -17.1% | +33.5% | +19.8% |
| 1Y | +10.1% | -21.4% | +31.4% | +14.0% |
| All | +10.1% | -19.6% | +29.6% | +14.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling