+136,006.1%
UNH vs BBWI
+1,034.6%
+134,971.4%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.8% | -3.8% | -1.5% |
| 7D | +1.1% | +1.5% | -0.4% | +0.8% |
| 30D | -3.8% | -5.2% | +1.4% | -3.1% |
| 3M | +0.7% | +11.1% | -10.4% | -1.9% |
| 6M | +37.9% | -13.4% | +51.2% | +39.3% |
| YTD | +21.9% | +0.1% | +21.8% | +19.5% |
| 1Y | +31.4% | -36.1% | +67.5% | +38.0% |
| 3Y | -11.4% | -44.1% | +32.7% | -8.9% |
| 5Y | +2.5% | -66.2% | +68.8% | +11.2% |
| 10Y | +242.9% | -54.8% | +297.6% | +201.0% |
| All | +136,006.1% | +1,034.6% | +134,971.4% | +34,640.8% |
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