+228.4%
UNH vs BB
+1.6%
+226.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.7% | -4.1% | -2.5% |
| 7D | -4.5% | -0.4% | -4.2% | -4.5% |
| 30D | -6.5% | -12.5% | +6.0% | -5.9% |
| 3M | -6.0% | -17.4% | +11.4% | -5.4% |
| 6M | +33.7% | +119.1% | -85.5% | +26.6% |
| YTD | +16.4% | +102.4% | -86.0% | +10.7% |
| 1Y | +10.1% | +98.2% | -88.1% | +4.6% |
| 3Y | -16.3% | +46.9% | -63.2% | -20.5% |
| 5Y | +2.1% | -26.4% | +28.5% | 0.0% |
| All | +228.4% | +1.6% | +226.8% | +163.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 10y: compounded portfolio wealth divided by compounded BB 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…
10y analysis · Full analysis span regression · 6 months rolling