+22.7%
UNH vs BABA
-40.8%
+63.5%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -7.1% | +7.6% | +0.5% |
| 7D | +2.4% | -12.7% | +15.1% | +2.3% |
| 30D | +7.2% | -14.9% | +22.1% | +7.3% |
| 3M | +0.5% | -24.6% | +25.1% | +0.3% |
| 6M | +3.4% | -29.3% | +32.8% | +4.0% |
| YTD | +25.2% | -35.0% | +60.2% | +27.0% |
| 1Y | +22.7% | -39.7% | +62.4% | +23.0% |
| All | +22.7% | -40.8% | +63.5% | +23.0% |
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