+14,796.5%
UNH vs ALL
+3,690.4%
+11,106.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.9% | -1.0% | +0.8% |
| 7D | +0.2% | -0.1% | +0.3% | +0.2% |
| 30D | +6.8% | +13.8% | -7.0% | +1.6% |
| 3M | -0.3% | -2.8% | +2.5% | +0.4% |
| 6M | +7.9% | +23.7% | -15.8% | -1.3% |
| YTD | +25.1% | +27.3% | -2.1% | +12.8% |
| 1Y | +29.3% | +30.5% | -1.2% | +15.4% |
| 3Y | -20.3% | +113.0% | -133.3% | -42.3% |
| 5Y | -3.6% | +157.6% | -161.1% | -37.4% |
| 10Y | +227.5% | +368.4% | -140.9% | +66.3% |
| All | +14,796.5% | +3,690.4% | +11,106.1% | +3,585.1% |
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