+2,073.9%
UNH vs BNS
+1,463.9%
+610.0%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.8% | -1.2% | -1.6% |
| 7D | -1.7% | -1.3% | -0.4% | -1.1% |
| 30D | -3.8% | +4.0% | -7.8% | -5.7% |
| 3M | -4.3% | +13.8% | -18.1% | -10.0% |
| 6M | +38.6% | +32.7% | +5.9% | +21.3% |
| YTD | +20.7% | +27.6% | -6.9% | +7.1% |
| 1Y | +16.0% | +47.4% | -31.4% | -3.7% |
| 3Y | -13.5% | +129.0% | -142.5% | -42.6% |
| 5Y | +3.5% | +92.7% | -89.2% | -26.8% |
| 10Y | +245.3% | +182.1% | +63.3% | +96.8% |
| All | +2,073.9% | +1,463.9% | +610.0% | +580.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 all: compounded portfolio wealth divided by compounded BNS 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…
all analysis · Full analysis span regression · 6 months rolling