+14,413.7%
UNH vs ALL
+3,667.9%
+10,745.8%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.4% | -0.4% |
| 7D | +1.1% | 0.0% | +1.0% | +1.1% |
| 30D | -3.8% | -1.5% | -2.3% | -3.4% |
| 3M | +0.7% | +23.6% | -22.9% | -7.5% |
| 6M | +37.9% | +22.3% | +15.5% | +27.0% |
| YTD | +21.9% | +26.5% | -4.6% | +10.5% |
| 1Y | +31.4% | +27.0% | +4.4% | +18.5% |
| 3Y | -11.4% | +149.6% | -161.0% | -39.7% |
| 5Y | +2.5% | +118.1% | -115.6% | -28.7% |
| 10Y | +242.9% | +369.0% | -126.1% | +74.5% |
| All | +14,413.7% | +3,667.9% | +10,745.8% | +3,509.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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