+236.3%
UNH vs ACN
+91.1%
+145.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.2% | -2.4% | -1.6% |
| 7D | -3.2% | -7.9% | +4.7% | -0.5% |
| 30D | -3.5% | -1.1% | -2.4% | -3.4% |
| 3M | -4.2% | +5.6% | -9.8% | -7.6% |
| 6M | +38.3% | -9.9% | +48.3% | +40.4% |
| YTD | +19.2% | -32.3% | +51.5% | +34.9% |
| 1Y | +15.0% | -25.3% | +40.3% | +24.5% |
| 3Y | -14.5% | -42.3% | +27.7% | -0.4% |
| 5Y | +4.6% | -43.5% | +48.1% | +19.4% |
| All | +236.3% | +91.1% | +145.2% | +116.4% |
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