+9,001.2%
UNH vs ACGL
+4,853.1%
+4,148.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.0% | +2.6% | +0.4% |
| 7D | -3.2% | +0.9% | -4.0% | -3.4% |
| 30D | +4.8% | +13.7% | -8.9% | +1.3% |
| 3M | -1.8% | +8.0% | -9.9% | -3.9% |
| 6M | +8.6% | +13.3% | -4.7% | +4.8% |
| YTD | +21.8% | +11.8% | +9.9% | +17.6% |
| 1Y | +25.8% | +22.2% | +3.6% | +18.8% |
| 3Y | -21.3% | +32.5% | -53.8% | -28.1% |
| 5Y | -5.3% | +160.2% | -165.5% | -28.4% |
| 10Y | +238.1% | +338.5% | -100.5% | +121.6% |
| All | +9,001.2% | +4,853.1% | +4,148.1% | +4,431.9% |
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