-0.5%
UNH vs BBY
+1.5%
-2.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +3.1% | -5.4% | -2.6% |
| 7D | -4.5% | +0.6% | -5.1% | -4.6% |
| 30D | -6.5% | +9.4% | -15.9% | -7.1% |
| 3M | -6.0% | +19.3% | -25.3% | -7.1% |
| 6M | +33.7% | +47.9% | -14.3% | +30.0% |
| YTD | +16.4% | +39.6% | -23.2% | +13.7% |
| 1Y | +10.1% | +22.2% | -12.1% | +8.4% |
| 3Y | -16.3% | +45.0% | -61.3% | -19.3% |
| All | -0.5% | +1.5% | -2.0% | -8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 5y: compounded portfolio wealth divided by compounded BBY 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…
5y analysis · Full analysis span regression · 6 months rolling