-20.0%
UNH vs BA
-15.7%
-4.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +3.4% | -1.1% | +4.5% | +3.5% |
| 30D | +3.0% | -7.1% | +10.1% | +3.5% |
| 3M | +2.7% | -25.5% | +28.3% | +4.8% |
| 6M | +2.8% | -28.7% | +31.5% | +5.1% |
| YTD | +25.9% | -21.0% | +46.9% | +27.7% |
| 1Y | +25.8% | -11.9% | +37.7% | +26.9% |
| 3Y | -20.0% | -16.2% | -3.9% | -21.8% |
| All | -20.0% | -15.7% | -4.3% | -21.8% |
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