-16.3%
UNH vs BTG
+94.8%
-111.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.4% | -2.7% | -2.4% |
| 7D | -4.5% | -3.8% | -0.8% | -4.4% |
| 30D | -6.5% | +3.6% | -10.2% | -6.7% |
| 3M | -6.0% | +32.0% | -38.0% | -7.5% |
| 6M | +33.7% | +3.4% | +30.3% | +32.7% |
| YTD | +16.4% | +20.8% | -4.4% | +14.2% |
| 1Y | +10.1% | +22.4% | -12.3% | +7.7% |
| 3Y | -16.3% | +91.7% | -108.0% | -19.8% |
| All | -16.3% | +94.8% | -111.1% | -19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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