+3.5%
UNH vs BUD
+44.7%
-41.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.2% | +0.3% | -1.6% |
| 7D | -1.7% | -1.3% | -0.3% | -1.5% |
| 30D | -3.8% | -6.1% | +2.3% | -2.9% |
| 3M | -4.3% | -3.8% | -0.5% | -3.8% |
| 6M | +38.6% | +8.2% | +30.5% | +36.5% |
| YTD | +20.7% | +23.6% | -2.9% | +15.9% |
| 1Y | +16.0% | +33.4% | -17.4% | +9.8% |
| 3Y | -13.5% | +45.3% | -58.8% | -19.5% |
| 5Y | +3.5% | +44.3% | -40.8% | -5.3% |
| All | +3.5% | +44.7% | -41.2% | -5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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