-6.7%
UNH vs BA
-23.0%
+16.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.9% | -0.4% |
| 7D | -3.2% | +1.1% | -4.2% | -3.2% |
| 30D | +4.8% | -7.9% | +12.8% | +5.6% |
| 3M | -1.8% | -25.3% | +23.5% | +0.8% |
| 6M | +8.6% | -24.6% | +33.2% | +11.2% |
| YTD | +21.8% | -20.1% | +41.9% | +23.9% |
| 1Y | +25.8% | -11.8% | +37.6% | +26.8% |
| 3Y | -21.3% | -10.1% | -11.2% | -21.4% |
| All | -6.7% | -23.0% | +16.3% | -7.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling