-11.8%
UNH vs BIL
+14.1%
-25.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +1.0% |
| 7D | +1.1% | +0.1% | +1.1% | +1.5% |
| 30D | -1.5% | +0.3% | -1.8% | -0.3% |
| 3M | -0.8% | +0.9% | -1.7% | +3.5% |
| 6M | +41.8% | +1.8% | +40.0% | +53.3% |
| YTD | +23.1% | +2.5% | +20.6% | +35.7% |
| 1Y | +28.5% | +3.7% | +24.8% | +48.3% |
| 3Y | -11.8% | +14.1% | -25.8% | -16.4% |
| All | -11.8% | +14.1% | -25.9% | -16.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling