+134,607.8%
UNH vs BDX
+5,237.1%
+129,370.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.0% | -2.9% | -2.3% |
| 7D | -1.7% | -3.6% | +1.9% | -0.4% |
| 30D | -3.8% | +0.7% | -4.5% | -4.2% |
| 3M | -4.3% | +19.0% | -23.2% | -10.6% |
| 6M | +38.6% | +10.8% | +27.8% | +32.6% |
| YTD | +20.7% | +20.1% | +0.5% | +11.7% |
| 1Y | +16.0% | +23.1% | -7.1% | +6.3% |
| 3Y | -13.5% | -8.8% | -4.7% | -13.2% |
| 5Y | +3.5% | -1.4% | +4.9% | -0.1% |
| 10Y | +245.3% | +60.5% | +184.8% | +176.4% |
| All | +134,607.8% | +5,237.1% | +129,370.7% | +19,182.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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