+236.3%
UNH vs BIL
+25.2%
+211.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -3.2% | +0.1% | -3.2% | -3.1% |
| 30D | -3.5% | +0.3% | -3.7% | -3.3% |
| 3M | -4.2% | +0.9% | -5.1% | -3.7% |
| 6M | +38.3% | +1.8% | +36.5% | +39.7% |
| YTD | +19.2% | +2.5% | +16.7% | +20.8% |
| 1Y | +15.0% | +3.7% | +11.3% | +17.1% |
| 3Y | -14.5% | +14.1% | -28.6% | -23.7% |
| 5Y | +4.6% | +19.4% | -14.8% | -19.6% |
| All | +236.3% | +25.2% | +211.1% | +126.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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