+3.5%
UNH vs BAH
-3.7%
+7.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.1% | -2.1% | -2.0% |
| 7D | -1.7% | -1.3% | -0.3% | -1.5% |
| 30D | -3.8% | -6.6% | +2.8% | -3.0% |
| 3M | -4.3% | -7.2% | +2.9% | -3.5% |
| 6M | +38.6% | -10.0% | +48.6% | +40.1% |
| YTD | +20.7% | -12.5% | +33.1% | +22.4% |
| 1Y | +16.0% | -27.9% | +43.9% | +20.8% |
| 3Y | -13.5% | -31.4% | +17.9% | -14.1% |
| 5Y | +3.5% | -3.2% | +6.7% | -7.2% |
| All | +3.5% | -3.7% | +7.2% | -7.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling