+132,969.6%
UNH vs BKR
+528.0%
+132,441.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -6.7% | +5.4% | 0.0% |
| 7D | -3.2% | -6.7% | +3.5% | -2.0% |
| 30D | -3.5% | -8.3% | +4.9% | -2.0% |
| 3M | -4.2% | -5.4% | +1.2% | -3.5% |
| 6M | +38.3% | +0.8% | +37.5% | +37.2% |
| YTD | +19.2% | +31.8% | -12.6% | +12.4% |
| 1Y | +15.0% | +28.6% | -13.6% | +8.7% |
| 3Y | -14.5% | +71.2% | -85.8% | -24.6% |
| 5Y | +4.6% | +179.2% | -174.7% | -17.9% |
| 10Y | +241.1% | +124.0% | +117.2% | +158.5% |
| All | +132,969.6% | +528.0% | +132,441.7% | +63,292.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling