+228.4%
UNH vs BLK
+283.5%
-55.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.6% | -4.0% | -3.0% |
| 7D | -4.5% | -3.3% | -1.2% | -3.3% |
| 30D | -6.5% | -6.5% | 0.0% | -4.1% |
| 3M | -6.0% | +6.7% | -12.7% | -9.0% |
| 6M | +33.7% | +14.7% | +18.9% | +25.3% |
| YTD | +16.4% | +2.5% | +13.9% | +13.9% |
| 1Y | +10.1% | -2.8% | +12.9% | +10.0% |
| 3Y | -16.3% | +65.9% | -82.2% | -35.8% |
| 5Y | +2.1% | +33.0% | -30.9% | -15.2% |
| All | +228.4% | +283.5% | -55.1% | +51.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 10y: compounded portfolio wealth divided by compounded BLK 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…
10y analysis · Full analysis span regression · 6 months rolling