+140,402.7%
UNH vs BBWI
+1,144.0%
+139,258.8%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.5% | -0.9% | +0.3% |
| 7D | +3.4% | +0.1% | +3.2% | +3.3% |
| 30D | +3.0% | +12.9% | -9.9% | +0.7% |
| 3M | +2.7% | +16.0% | -13.3% | -0.6% |
| 6M | +2.8% | +16.6% | -13.8% | -1.4% |
| YTD | +25.9% | +9.7% | +16.1% | +20.9% |
| 1Y | +25.8% | +1.5% | +24.3% | +21.2% |
| 3Y | -20.0% | -21.4% | +1.3% | -23.0% |
| 5Y | -2.8% | -67.6% | +64.7% | +6.2% |
| 10Y | +228.7% | -46.8% | +275.5% | +178.5% |
| All | +140,402.7% | +1,144.0% | +139,258.8% | +35,034.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 all: compounded portfolio wealth divided by compounded BBWI 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…
all analysis · Full analysis span regression · 6 months rolling