+31.4%
UNH vs BR
-29.1%
+60.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.4% | +2.4% | -0.7% |
| 7D | +1.1% | -5.3% | +6.3% | +1.5% |
| 30D | -3.8% | +6.4% | -10.2% | -4.3% |
| 3M | +0.7% | +13.6% | -12.9% | -0.7% |
| 6M | +37.9% | -6.7% | +44.6% | +39.6% |
| YTD | +21.9% | -21.1% | +43.0% | +32.3% |
| 1Y | +31.4% | -29.6% | +60.9% | +52.9% |
| All | +31.4% | -29.1% | +60.5% | +52.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 1y: compounded portfolio wealth divided by compounded BR 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…
1y analysis · Full analysis span regression · 6 months rolling