-16.3%
UNH vs BND
+12.5%
-28.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.1% | -2.3% | -2.4% |
| 7D | -4.5% | -1.0% | -3.5% | -4.5% |
| 30D | -6.5% | -1.1% | -5.4% | -6.4% |
| 3M | -6.0% | -1.9% | -4.1% | -5.8% |
| 6M | +33.7% | -1.6% | +35.3% | +33.8% |
| YTD | +16.4% | -1.2% | +17.6% | +16.5% |
| 1Y | +10.1% | -0.7% | +10.8% | +10.3% |
| 3Y | -16.3% | +12.5% | -28.8% | -14.5% |
| All | -16.3% | +12.5% | -28.8% | -14.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling