-0.5%
UNH vs BR
+8.0%
-8.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.1% | -2.3% |
| 7D | -4.5% | -3.0% | -1.6% | -3.9% |
| 30D | -6.5% | -0.3% | -6.2% | -6.6% |
| 3M | -6.0% | +17.3% | -23.3% | -10.0% |
| 6M | +33.7% | -6.7% | +40.4% | +35.6% |
| YTD | +16.4% | -23.4% | +39.8% | +24.5% |
| 1Y | +10.1% | -32.7% | +42.7% | +22.2% |
| 3Y | -16.3% | -5.9% | -10.4% | -16.4% |
| All | -0.5% | +8.0% | -8.5% | -8.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling