+25.8%
UNH vs BP
+31.6%
-5.8%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | +0.6% |
| 7D | +3.4% | +3.8% | -0.4% | +3.5% |
| 30D | +3.0% | -5.3% | +8.3% | +2.8% |
| 3M | +2.7% | +9.3% | -6.5% | +3.1% |
| 6M | +2.8% | +7.2% | -4.4% | +3.4% |
| YTD | +25.9% | +38.0% | -12.2% | +25.9% |
| 1Y | +25.8% | +33.2% | -7.4% | +27.4% |
| All | +25.8% | +31.6% | -5.8% | +27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 1y: compounded portfolio wealth divided by compounded BP 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…
1y analysis · Full analysis span regression · 6 months rolling