+228.4%
UNH vs ALNY
+260.0%
-31.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.5% | -2.8% | -2.4% |
| 7D | -4.5% | -6.5% | +2.0% | -4.0% |
| 30D | -6.5% | +11.0% | -17.6% | -7.4% |
| 3M | -6.0% | -14.1% | +8.1% | -5.4% |
| 6M | +33.7% | -22.4% | +56.0% | +35.4% |
| YTD | +16.4% | -37.5% | +53.9% | +20.0% |
| 1Y | +10.1% | -46.9% | +57.0% | +14.9% |
| 3Y | -16.3% | +22.1% | -38.4% | -20.0% |
| 5Y | +2.1% | +31.2% | -29.1% | -5.4% |
| All | +228.4% | +260.0% | -31.6% | +170.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALNY.
Daily Out/Under-Performance
Portfolio return minus ALNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALNY 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 10y: compounded portfolio wealth divided by compounded ALNY 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…
10y analysis · Full analysis span regression · 6 months rolling