+136,006.1%
UNH vs ALK
+839.9%
+135,166.2%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.5% | -2.5% | -1.2% |
| 7D | +1.1% | -0.7% | +1.7% | +1.2% |
| 30D | -3.8% | -19.2% | +15.4% | -0.1% |
| 3M | +0.7% | -1.5% | +2.3% | +0.3% |
| 6M | +37.9% | -13.1% | +50.9% | +39.1% |
| YTD | +21.9% | -16.4% | +38.4% | +23.1% |
| 1Y | +31.4% | -33.1% | +64.4% | +37.8% |
| 3Y | -11.4% | +0.6% | -12.0% | -17.3% |
| 5Y | +2.5% | -26.4% | +28.9% | -0.9% |
| 10Y | +242.9% | -34.2% | +277.0% | +213.1% |
| All | +136,006.1% | +839.9% | +135,166.2% | +53,490.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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