+9,014.1%
UNH vs ACGL
+4,429.2%
+4,584.9%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.7% | +0.8% | -0.5% |
| 7D | +1.1% | -0.7% | +1.8% | +1.3% |
| 30D | -3.8% | -1.0% | -2.8% | -3.5% |
| 3M | +0.7% | +11.0% | -10.3% | -2.1% |
| 6M | +37.9% | -0.3% | +38.2% | +37.6% |
| YTD | +21.9% | +2.3% | +19.7% | +20.7% |
| 1Y | +31.4% | +6.4% | +25.0% | +28.6% |
| 3Y | -11.4% | +34.0% | -45.4% | -19.3% |
| 5Y | +2.5% | +161.6% | -159.1% | -22.5% |
| 10Y | +242.9% | +278.6% | -35.7% | +132.9% |
| All | +9,014.1% | +4,429.2% | +4,584.9% | +4,550.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACGL.
Daily Out/Under-Performance
Portfolio return minus ACGL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACGL 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 ACGL 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