-16.3%
UNH vs BSX
-20.5%
+4.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.1% | -2.3% |
| 7D | -4.5% | -10.1% | +5.5% | -3.7% |
| 30D | -6.5% | -16.4% | +9.9% | -5.1% |
| 3M | -6.0% | -8.9% | +2.9% | -5.4% |
| 6M | +33.7% | -38.3% | +71.9% | +40.1% |
| YTD | +16.4% | -54.9% | +71.3% | +28.1% |
| 1Y | +10.1% | -58.8% | +68.9% | +22.9% |
| 3Y | -16.3% | -21.2% | +4.9% | -14.5% |
| All | -16.3% | -20.5% | +4.2% | -14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BSX.
Daily Out/Under-Performance
Portfolio return minus BSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BSX 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 3y: compounded portfolio wealth divided by compounded BSX 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…
3y analysis · Full analysis span regression · 6 months rolling