-1.1%
UNH vs BN
+31.1%
-32.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.6% | +2.2% | +0.8% |
| 7D | +3.4% | -1.0% | +4.4% | +3.5% |
| 30D | +3.0% | +14.0% | -11.0% | +1.2% |
| 3M | +2.7% | -9.0% | +11.7% | +3.9% |
| 6M | +2.8% | -8.8% | +11.6% | +3.8% |
| YTD | +25.9% | -10.3% | +36.1% | +27.0% |
| 1Y | +25.8% | -5.8% | +31.6% | +26.1% |
| 3Y | -20.0% | +94.8% | -114.8% | -29.1% |
| All | -1.1% | +31.1% | -32.1% | -4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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