-13.0%
UNH vs BABA
+31.3%
-44.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.3% | -2.2% | -1.0% |
| 7D | +1.1% | -4.8% | +5.8% | +1.3% |
| 30D | -3.8% | -11.9% | +8.1% | -3.2% |
| 3M | +0.7% | -9.3% | +10.0% | +1.2% |
| 6M | +37.9% | -14.2% | +52.1% | +38.8% |
| YTD | +21.9% | -22.0% | +44.0% | +23.4% |
| 1Y | +31.4% | -12.7% | +44.1% | +32.2% |
| All | -13.0% | +31.3% | -44.3% | -13.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling