+136,006.1%
UNH vs BEN
+4,913.3%
+131,092.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.5% | -4.5% | -2.0% |
| 7D | +1.1% | +0.2% | +0.8% | +0.9% |
| 30D | -3.8% | -0.5% | -3.2% | -3.7% |
| 3M | +0.7% | +9.7% | -9.0% | -2.4% |
| 6M | +37.9% | +33.9% | +4.0% | +25.1% |
| YTD | +21.9% | +49.0% | -27.0% | +6.7% |
| 1Y | +31.4% | +42.1% | -10.7% | +16.5% |
| 3Y | -11.4% | +51.9% | -63.3% | -25.5% |
| 5Y | +2.5% | +39.0% | -36.5% | -14.8% |
| 10Y | +242.9% | +57.9% | +185.0% | +155.0% |
| All | +136,006.1% | +4,913.3% | +131,092.7% | +22,993.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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