-14.3%
UNH vs BB
+62.2%
-76.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.7% | +1.5% | -1.2% |
| 7D | -3.2% | -2.1% | -1.1% | -3.1% |
| 30D | -3.5% | -16.0% | +12.6% | -3.2% |
| 3M | -4.2% | -14.5% | +10.3% | -4.0% |
| 6M | +38.3% | +118.6% | -80.2% | +36.3% |
| YTD | +19.2% | +98.9% | -79.7% | +17.6% |
| 1Y | +15.0% | +99.5% | -84.5% | +13.4% |
| All | -14.3% | +62.2% | -76.4% | -18.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling