-21.3%
UNH vs BAM
+85.9%
-107.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -0.4% |
| 7D | -3.2% | +9.7% | -12.9% | -3.4% |
| 30D | +4.8% | +19.0% | -14.2% | +4.2% |
| 3M | -1.8% | +0.6% | -2.4% | -2.0% |
| 6M | +8.6% | +11.1% | -2.5% | +8.0% |
| YTD | +21.8% | +4.2% | +17.6% | +21.2% |
| 1Y | +25.8% | +3.3% | +22.5% | +25.3% |
| 3Y | -21.3% | +88.8% | -110.1% | -16.2% |
| All | -21.3% | +85.9% | -107.2% | -16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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