+4.6%
UNH vs BHP
+112.0%
-107.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.3% | +4.1% | -0.8% |
| 7D | -3.2% | -3.7% | +0.6% | -2.9% |
| 30D | -3.5% | -0.8% | -2.6% | -3.4% |
| 3M | -4.2% | +7.6% | -11.8% | -4.8% |
| 6M | +38.3% | +20.8% | +17.5% | +35.6% |
| YTD | +19.2% | +50.8% | -31.5% | +14.4% |
| 1Y | +15.0% | +70.9% | -56.0% | +9.0% |
| 3Y | -14.5% | +78.0% | -92.5% | -20.1% |
| 5Y | +4.6% | +113.1% | -108.5% | -5.5% |
| All | +4.6% | +112.0% | -107.4% | -5.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling