+3.5%
UNH vs ACN
-44.1%
+47.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.8% | -0.1% | -1.6% |
| 7D | -1.7% | -6.3% | +4.7% | -0.5% |
| 30D | -3.8% | -1.4% | -2.5% | -3.7% |
| 3M | -4.3% | +2.6% | -6.8% | -5.5% |
| 6M | +38.6% | -14.3% | +52.9% | +41.9% |
| YTD | +20.7% | -33.1% | +53.8% | +30.8% |
| 1Y | +16.0% | -28.8% | +44.8% | +23.7% |
| 3Y | -13.5% | -43.0% | +29.5% | -4.6% |
| 5Y | +3.5% | -44.0% | +47.5% | +12.8% |
| All | +3.5% | -44.1% | +47.6% | +12.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling