+134,607.8%
UNH vs BBY
+73,712.5%
+60,895.3%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.5% | -0.5% | -1.8% |
| 7D | -1.7% | +1.2% | -2.8% | -1.8% |
| 30D | -3.8% | +6.8% | -10.6% | -4.6% |
| 3M | -4.3% | +18.7% | -23.0% | -6.3% |
| 6M | +38.6% | +37.3% | +1.3% | +33.0% |
| YTD | +20.7% | +35.3% | -14.6% | +15.8% |
| 1Y | +16.0% | +20.7% | -4.7% | +12.7% |
| 3Y | -13.5% | +39.4% | -52.9% | -18.8% |
| 5Y | +3.5% | -1.5% | +5.0% | -0.4% |
| 10Y | +245.3% | +239.8% | +5.5% | +183.2% |
| All | +134,607.8% | +73,712.5% | +60,895.3% | +54,764.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling