-20.5%
UNH vs BP
+50.2%
-70.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.2% | -0.7% | +0.6% |
| 7D | +2.4% | +2.5% | -0.1% | +2.4% |
| 30D | +7.2% | -5.6% | +12.8% | +7.2% |
| 3M | +0.5% | +8.0% | -7.5% | +0.5% |
| 6M | +3.4% | +5.7% | -2.2% | +3.5% |
| YTD | +25.2% | +36.8% | -11.7% | +24.7% |
| 1Y | +22.7% | +30.7% | -8.0% | +22.3% |
| All | -20.5% | +50.2% | -70.7% | -22.2% |
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