+10.1%
UNH vs ALC
-14.7%
+24.8%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.8% | -1.6% | -2.3% |
| 7D | -4.5% | -6.3% | +1.8% | -3.7% |
| 30D | -6.5% | -10.3% | +3.7% | -5.1% |
| 3M | -6.0% | -0.7% | -5.3% | -6.1% |
| 6M | +33.7% | -17.8% | +51.5% | +38.1% |
| YTD | +16.4% | -15.8% | +32.2% | +19.0% |
| 1Y | +10.1% | -16.7% | +26.8% | +11.5% |
| All | +10.1% | -14.7% | +24.8% | +11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALC.
Daily Out/Under-Performance
Portfolio return minus ALC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALC 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 1y: compounded portfolio wealth divided by compounded ALC 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…
1y analysis · Full analysis span regression · 6 months rolling