+228.4%
UNH vs BND
+15.0%
+213.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.1% | -2.3% | -2.4% |
| 7D | -4.5% | -1.0% | -3.5% | -4.3% |
| 30D | -6.5% | -1.1% | -5.4% | -6.3% |
| 3M | -6.0% | -1.9% | -4.1% | -5.6% |
| 6M | +33.7% | -1.6% | +35.3% | +34.1% |
| YTD | +16.4% | -1.2% | +17.6% | +16.7% |
| 1Y | +10.1% | -0.7% | +10.8% | +10.3% |
| 3Y | -16.3% | +12.5% | -28.8% | -18.3% |
| 5Y | +2.1% | -2.5% | +4.6% | +3.1% |
| All | +228.4% | +15.0% | +213.4% | +275.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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