+136,006.1%
UNH vs BP
+1,327.5%
+134,678.6%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.5% | -1.5% | -1.1% |
| 7D | +1.1% | +3.9% | -2.9% | -0.1% |
| 30D | -3.8% | +7.6% | -11.4% | -5.9% |
| 3M | +0.7% | +0.7% | 0.0% | 0.0% |
| 6M | +37.9% | +15.5% | +22.4% | +31.1% |
| YTD | +21.9% | +30.8% | -8.9% | +11.3% |
| 1Y | +31.4% | +34.3% | -2.9% | +18.7% |
| 3Y | -11.4% | +35.1% | -46.5% | -21.9% |
| 5Y | +2.5% | +126.8% | -124.3% | -25.1% |
| 10Y | +242.9% | +123.4% | +119.5% | +136.1% |
| All | +136,006.1% | +1,327.5% | +134,678.6% | +47,943.6% |
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