-14.3%
UNH vs BMY
+20.8%
-35.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.2% | -1.0% |
| 7D | -3.2% | -6.4% | +3.2% | -2.0% |
| 30D | -3.5% | +0.2% | -3.7% | -3.6% |
| 3M | -4.2% | +16.0% | -20.1% | -6.9% |
| 6M | +38.3% | +8.3% | +30.0% | +35.8% |
| YTD | +19.2% | +22.2% | -3.0% | +14.1% |
| 1Y | +15.0% | +41.7% | -26.7% | +6.6% |
| All | -14.3% | +20.8% | -35.1% | -15.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BMY.
Daily Out/Under-Performance
Portfolio return minus BMY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMY 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 3y: compounded portfolio wealth divided by compounded BMY 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…
3y analysis · Full analysis span regression · 6 months rolling