+3,012.8%
UNH vs ACN
+1,705.6%
+1,307.3%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.3% | +2.4% | +0.1% |
| 7D | +1.1% | -1.5% | +2.6% | +1.5% |
| 30D | -3.8% | +9.4% | -13.1% | -6.6% |
| 3M | +0.7% | +5.6% | -4.9% | -2.4% |
| 6M | +37.9% | -9.3% | +47.1% | +38.9% |
| YTD | +21.9% | -29.0% | +50.9% | +32.0% |
| 1Y | +31.4% | -24.7% | +56.0% | +39.3% |
| 3Y | -11.4% | -39.8% | +28.4% | -1.2% |
| 5Y | +2.5% | -40.9% | +43.4% | +12.9% |
| 10Y | +242.9% | +91.1% | +151.7% | +160.1% |
| All | +3,012.8% | +1,705.6% | +1,307.3% | +1,400.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling