+19,774.8%
UNH vs BSX
+911.3%
+18,863.5%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.1% | -2.3% |
| 7D | -4.5% | -10.1% | +5.5% | -2.0% |
| 30D | -6.5% | -16.4% | +9.9% | -2.4% |
| 3M | -6.0% | -8.9% | +2.9% | -4.2% |
| 6M | +33.7% | -38.3% | +71.9% | +48.9% |
| YTD | +16.4% | -54.9% | +71.3% | +39.8% |
| 1Y | +10.1% | -58.8% | +68.9% | +35.2% |
| 3Y | -16.3% | -21.2% | +4.9% | -14.1% |
| 5Y | +2.1% | -3.3% | +5.4% | -1.5% |
| 10Y | +233.1% | +82.8% | +150.3% | +171.4% |
| All | +19,774.8% | +911.3% | +18,863.5% | +9,137.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling