+3.5%
UNH vs BN
+33.2%
-29.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.9% | 0.0% | -1.7% |
| 7D | -1.7% | -3.0% | +1.3% | -1.2% |
| 30D | -3.8% | -13.0% | +9.2% | -2.0% |
| 3M | -4.3% | -15.2% | +10.9% | -2.1% |
| 6M | +38.6% | -5.9% | +44.5% | +39.3% |
| YTD | +20.7% | -15.8% | +36.5% | +23.0% |
| 1Y | +16.0% | -12.2% | +28.2% | +17.5% |
| 3Y | -13.5% | +72.2% | -85.7% | -22.4% |
| 5Y | +3.5% | +33.2% | -29.7% | -2.0% |
| All | +3.5% | +33.2% | -29.7% | -2.0% |
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