-0.5%
UNH vs BP
+138.6%
-139.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.4% | -2.4% |
| 7D | -4.5% | +5.2% | -9.8% | -5.0% |
| 30D | -6.5% | +8.7% | -15.2% | -7.3% |
| 3M | -6.0% | +9.3% | -15.3% | -6.8% |
| 6M | +33.7% | +13.6% | +20.1% | +31.7% |
| YTD | +16.4% | +37.7% | -21.3% | +12.1% |
| 1Y | +10.1% | +40.6% | -30.6% | +5.7% |
| 3Y | -16.3% | +40.3% | -56.7% | -19.9% |
| All | -0.5% | +138.6% | -139.1% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling