+38,927.3%
UNH vs AZO
+41,812.3%
-2,885.0%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.2% | -0.9% |
| 7D | -3.2% | -2.9% | -0.2% | -2.4% |
| 30D | -3.5% | -5.3% | +1.8% | -2.0% |
| 3M | -4.2% | -7.3% | +3.2% | -2.4% |
| 6M | +38.3% | -22.7% | +61.0% | +47.6% |
| YTD | +19.2% | -15.0% | +34.3% | +23.6% |
| 1Y | +15.0% | -32.2% | +47.2% | +26.7% |
| 3Y | -14.5% | +10.0% | -24.5% | -18.9% |
| 5Y | +4.6% | +85.8% | -81.3% | -15.5% |
| 10Y | +241.1% | +298.9% | -57.7% | +119.5% |
| All | +38,927.3% | +41,812.3% | -2,885.0% | +8,063.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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