+10,383.2%
UNH vs ALB
+2,081.4%
+8,301.8%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.4% | +2.0% | +0.8% |
| 7D | +3.4% | -5.8% | +9.1% | +4.4% |
| 30D | +3.0% | -4.5% | +7.5% | +3.6% |
| 3M | +2.7% | -28.1% | +30.8% | +8.2% |
| 6M | +2.8% | -53.2% | +56.0% | +15.8% |
| YTD | +25.9% | -33.3% | +59.2% | +31.2% |
| 1Y | +25.8% | -17.4% | +43.2% | +25.9% |
| 3Y | -20.0% | -14.1% | -5.9% | -26.3% |
| 5Y | -2.8% | -64.0% | +61.2% | +1.5% |
| 10Y | +228.7% | +32.8% | +195.9% | +130.8% |
| All | +10,383.2% | +2,081.4% | +8,301.8% | +4,302.0% |
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