-0.5%
UNH vs BKR
+172.8%
-173.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.8% | -2.3% |
| 7D | -4.5% | -7.0% | +2.4% | -3.7% |
| 30D | -6.5% | -8.1% | +1.6% | -5.6% |
| 3M | -6.0% | -6.6% | +0.6% | -5.3% |
| 6M | +33.7% | +0.9% | +32.8% | +32.9% |
| YTD | +16.4% | +31.1% | -14.7% | +11.7% |
| 1Y | +10.1% | +27.7% | -17.6% | +5.9% |
| 3Y | -16.3% | +71.2% | -87.5% | -23.2% |
| All | -0.5% | +172.8% | -173.3% | -15.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling