+22.7%
UNH vs BAH
+3.0%
+19.6%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.4% | +0.5% |
| 7D | +2.4% | -2.6% | +4.9% | +2.6% |
| 30D | +7.2% | +20.4% | -13.1% | +5.2% |
| 3M | +0.5% | +11.9% | -11.3% | -0.6% |
| 6M | +3.4% | +17.1% | -13.7% | +1.7% |
| YTD | +25.2% | +5.5% | +19.6% | +26.9% |
| 1Y | +22.7% | +5.6% | +17.1% | +24.2% |
| All | +22.7% | +3.0% | +19.6% | +24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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