+31.4%
UNH vs BKR
+42.5%
-11.1%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.9% |
| 7D | +1.1% | +1.7% | -0.7% | +1.0% |
| 30D | -3.8% | +3.3% | -7.1% | -4.0% |
| 3M | +0.7% | -3.6% | +4.3% | +1.1% |
| 6M | +37.9% | +5.0% | +32.8% | +36.8% |
| YTD | +21.9% | +40.9% | -19.0% | +16.9% |
| 1Y | +31.4% | +39.2% | -7.9% | +27.6% |
| All | +31.4% | +42.5% | -11.1% | +27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BKR.
Daily Out/Under-Performance
Portfolio return minus BKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BKR 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 1y: compounded portfolio wealth divided by compounded BKR 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…
1y analysis · Full analysis span regression · 6 months rolling