-13.2%
UNH vs ACN
-43.3%
+30.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.8% | -0.1% | -1.7% |
| 7D | -1.7% | -6.3% | +4.7% | -0.9% |
| 30D | -3.8% | -1.4% | -2.5% | -3.8% |
| 3M | -4.3% | +2.6% | -6.8% | -5.1% |
| 6M | +38.6% | -14.3% | +52.9% | +41.4% |
| YTD | +20.7% | -33.1% | +53.8% | +28.9% |
| 1Y | +16.0% | -28.8% | +44.8% | +22.3% |
| All | -13.2% | -43.3% | +30.1% | -5.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling