+135,813.1%
UNH vs ALK
+770.6%
+135,042.6%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.0% | -0.5% |
| 7D | -3.2% | +9.0% | -12.2% | -4.8% |
| 30D | +4.8% | -1.6% | +6.5% | +4.8% |
| 3M | -1.8% | -23.2% | +21.4% | +2.5% |
| 6M | +8.6% | -3.9% | +12.5% | +7.9% |
| YTD | +21.8% | -22.6% | +44.3% | +24.2% |
| 1Y | +25.8% | -5.3% | +31.2% | +23.4% |
| 3Y | -21.3% | +18.6% | -39.9% | -29.1% |
| 5Y | -5.3% | -34.4% | +29.0% | -6.6% |
| 10Y | +238.1% | -40.8% | +278.9% | +213.9% |
| All | +135,813.1% | +770.6% | +135,042.6% | +53,956.6% |
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