+228.4%
UNH vs BHP
+496.8%
-268.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.2% | -2.1% | -2.3% |
| 7D | -4.5% | -3.6% | -0.9% | -3.8% |
| 30D | -6.5% | -1.2% | -5.3% | -6.4% |
| 3M | -6.0% | +1.2% | -7.2% | -6.6% |
| 6M | +33.7% | +21.4% | +12.2% | +26.3% |
| YTD | +16.4% | +50.4% | -34.0% | +3.7% |
| 1Y | +10.1% | +67.5% | -57.4% | -4.7% |
| 3Y | -16.3% | +72.8% | -89.1% | -29.9% |
| 5Y | +2.1% | +112.6% | -110.5% | -23.5% |
| All | +228.4% | +496.8% | -268.5% | +71.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 10y: compounded portfolio wealth divided by compounded BHP 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…
10y analysis · Full analysis span regression · 6 months rolling