-13.0%
UNH vs BA
-2.4%
-10.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.8% | -1.0% |
| 7D | +1.1% | +1.2% | -0.1% | +1.0% |
| 30D | -3.8% | -11.6% | +7.9% | -3.0% |
| 3M | +0.7% | -2.4% | +3.1% | +0.8% |
| 6M | +37.9% | -6.6% | +44.5% | +38.0% |
| YTD | +21.9% | -2.2% | +24.2% | +22.0% |
| 1Y | +31.4% | -8.0% | +39.4% | +31.4% |
| All | -13.0% | -2.4% | -10.6% | -15.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 3y: compounded portfolio wealth divided by compounded BA 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…
3y analysis · Full analysis span regression · 6 months rolling