+1,811.4%
UNH vs BTG
+370.1%
+1,441.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.2% | +2.0% | -1.1% |
| 7D | -3.2% | -5.8% | +2.6% | -3.0% |
| 30D | -3.5% | +5.7% | -9.2% | -3.7% |
| 3M | -4.2% | +38.1% | -42.3% | -5.4% |
| 6M | +38.3% | +0.3% | +38.0% | +37.8% |
| YTD | +19.2% | +19.9% | -0.7% | +17.9% |
| 1Y | +15.0% | +24.6% | -9.6% | +13.4% |
| 3Y | -14.5% | +96.6% | -111.1% | -17.3% |
| 5Y | +4.6% | +77.7% | -73.1% | +1.1% |
| 10Y | +241.1% | +150.7% | +90.4% | +223.5% |
| All | +1,811.4% | +370.1% | +1,441.3% | +1,504.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling