+10,055.1%
UNH vs ALB
+2,835.3%
+7,219.9%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.4% | +3.5% | -0.2% |
| 7D | +1.1% | -8.1% | +9.1% | +2.5% |
| 30D | -3.8% | +6.3% | -10.0% | -4.9% |
| 3M | +0.7% | -23.6% | +24.3% | +4.8% |
| 6M | +37.9% | -24.6% | +62.5% | +42.5% |
| YTD | +21.9% | -10.3% | +32.2% | +21.3% |
| 1Y | +31.4% | +61.5% | -30.1% | +16.0% |
| 3Y | -11.4% | -34.0% | +22.6% | -13.0% |
| 5Y | +2.5% | -44.6% | +47.1% | -1.3% |
| 10Y | +242.9% | +76.1% | +166.8% | +130.2% |
| All | +10,055.1% | +2,835.3% | +7,219.9% | +3,967.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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