+139,595.8%
UNH vs B
+701.5%
+138,894.2%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -6.1% | +8.0% | +2.1% |
| 7D | +0.2% | +7.1% | -7.0% | -0.1% |
| 30D | +6.8% | -3.3% | +10.1% | +6.9% |
| 3M | -0.3% | -2.5% | +2.3% | -0.3% |
| 6M | +7.9% | -7.2% | +15.1% | +7.9% |
| YTD | +25.1% | -7.4% | +32.5% | +25.0% |
| 1Y | +29.3% | +16.4% | +12.9% | +27.9% |
| 3Y | -20.3% | +178.7% | -199.0% | -24.3% |
| 5Y | -3.6% | +121.7% | -125.3% | -8.0% |
| 10Y | +227.5% | +208.6% | +18.9% | +206.3% |
| All | +139,595.8% | +701.5% | +138,894.2% | +141,720.6% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 B 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