+15.0%
UNH vs ACN
-28.0%
+42.9%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.2% | -2.4% | -1.3% |
| 7D | -3.2% | -7.9% | +4.7% | -2.3% |
| 30D | -3.5% | -1.1% | -2.4% | -3.4% |
| 3M | -4.2% | +5.6% | -9.8% | -5.1% |
| 6M | +38.3% | -9.9% | +48.3% | +41.2% |
| YTD | +19.2% | -32.3% | +51.5% | +32.7% |
| 1Y | +15.0% | -25.3% | +40.3% | +23.5% |
| All | +15.0% | -28.0% | +42.9% | +23.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling