+26.9%
UNH vs BABA
-36.6%
+63.5%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.7% | +4.6% | +0.9% |
| 7D | -0.7% | +3.8% | -4.5% | -0.7% |
| 30D | +4.8% | -5.4% | +10.2% | +4.9% |
| 3M | -1.7% | -17.9% | +16.2% | -2.0% |
| 6M | +5.9% | -24.1% | +30.0% | +6.3% |
| YTD | +22.8% | -27.4% | +50.3% | +24.5% |
| All | +26.9% | -36.6% | +63.5% | +24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BABA.
Daily Out/Under-Performance
Portfolio return minus BABA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BABA 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 1y: compounded portfolio wealth divided by compounded BABA 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…
1y analysis · Full analysis span regression · 6 months rolling