+140,402.8%
UNH vs BP
+1,406.2%
+138,996.6%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | +0.3% |
| 7D | +3.4% | +3.8% | -0.4% | +2.3% |
| 30D | +3.0% | -5.3% | +8.3% | +4.4% |
| 3M | +2.7% | +9.3% | -6.5% | -0.3% |
| 6M | +2.8% | +7.2% | -4.4% | -0.2% |
| YTD | +25.9% | +38.0% | -12.2% | +12.8% |
| 1Y | +25.8% | +33.2% | -7.4% | +13.8% |
| 3Y | -20.0% | +50.3% | -70.3% | -31.8% |
| 5Y | -2.8% | +114.1% | -116.9% | -27.8% |
| 10Y | +228.7% | +140.7% | +88.0% | +120.7% |
| All | +140,402.8% | +1,406.2% | +138,996.6% | +48,564.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling