-13.2%
UNH vs BP
+37.6%
-50.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.8% | -3.7% | -1.9% |
| 7D | -1.7% | +4.0% | -5.6% | -1.7% |
| 30D | -3.8% | +7.8% | -11.7% | -3.9% |
| 3M | -4.3% | +8.4% | -12.7% | -4.3% |
| 6M | +38.6% | +15.1% | +23.6% | +38.3% |
| YTD | +20.7% | +36.4% | -15.7% | +20.0% |
| 1Y | +16.0% | +40.9% | -24.9% | +15.3% |
| All | -13.2% | +37.6% | -50.9% | -13.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling