+140,402.8%
UNH vs ABT
+6,795.4%
+133,607.4%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.2% | -0.6% | +0.1% |
| 7D | +3.4% | -1.3% | +4.7% | +3.9% |
| 30D | +3.0% | +6.0% | -3.0% | +0.3% |
| 3M | +2.7% | -1.9% | +4.6% | +3.2% |
| 6M | +2.8% | +31.2% | -28.4% | -9.0% |
| YTD | +25.9% | -11.2% | +37.1% | +29.9% |
| 1Y | +25.8% | -14.0% | +39.8% | +31.5% |
| 3Y | -20.0% | +20.7% | -40.7% | -29.0% |
| 5Y | -2.8% | -6.7% | +3.8% | -5.2% |
| 10Y | +228.7% | +226.3% | +2.4% | +88.6% |
| All | +140,402.8% | +6,795.4% | +133,607.4% | +13,967.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling