-16.3%
UNH vs BNY
+287.0%
-303.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.4% | -2.4% |
| 7D | -4.5% | -1.3% | -3.2% | -4.4% |
| 30D | -6.5% | -0.2% | -6.4% | -6.5% |
| 3M | -6.0% | +14.9% | -20.9% | -7.1% |
| 6M | +33.7% | +40.0% | -6.3% | +30.2% |
| YTD | +16.4% | +42.0% | -25.6% | +13.2% |
| 1Y | +10.1% | +56.9% | -46.8% | +6.8% |
| 3Y | -16.3% | +289.9% | -306.2% | -19.6% |
| All | -16.3% | +287.0% | -303.3% | -19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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