-2.9%
UNH vs BITO
-8.3%
+5.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | +0.1% | -1.1% |
| 7D | -3.2% | -5.8% | +2.7% | -2.9% |
| 30D | -3.5% | +21.1% | -24.6% | -4.5% |
| 3M | -4.2% | +23.5% | -27.7% | -5.3% |
| 6M | +38.3% | +8.3% | +30.0% | +37.5% |
| YTD | +19.2% | -13.9% | +33.1% | +19.5% |
| 1Y | +15.0% | -34.5% | +49.5% | +16.7% |
| 3Y | -14.5% | +147.0% | -161.5% | -22.5% |
| All | -2.9% | -8.3% | +5.4% | -6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BITO.
Daily Out/Under-Performance
Portfolio return minus BITO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BITO 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 BITO 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