+216.1%
UNH vs ACN
+148.3%
+67.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.5% |
| 7D | +3.4% | -3.8% | +7.2% | +4.6% |
| 30D | +3.0% | +16.5% | -13.5% | -2.3% |
| 3M | +2.7% | +41.5% | -38.7% | -9.8% |
| 6M | +2.8% | +60.1% | -57.3% | -15.5% |
| YTD | +25.9% | -3.9% | +29.8% | +25.4% |
| 1Y | +25.8% | +4.1% | +21.7% | +21.0% |
| 3Y | -20.0% | -15.9% | -4.2% | -18.8% |
| 5Y | -2.8% | -26.3% | +23.5% | +3.0% |
| All | +216.1% | +148.3% | +67.8% | +81.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACN.
Daily Out/Under-Performance
Portfolio return minus ACN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACN 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 ACN 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