+2,004.8%
UNH vs BUD
+214.2%
+1,790.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.6% |
| 7D | +2.4% | -1.6% | +4.0% | +2.8% |
| 30D | +7.2% | +6.7% | +0.6% | +5.2% |
| 3M | +0.5% | +5.9% | -5.4% | -1.3% |
| 6M | +3.4% | +5.1% | -1.6% | +1.6% |
| YTD | +25.2% | +32.9% | -7.7% | +14.0% |
| 1Y | +22.7% | +31.8% | -9.2% | +12.0% |
| 3Y | -20.3% | +47.4% | -67.7% | -30.6% |
| 5Y | -3.4% | +50.8% | -54.2% | -18.3% |
| 10Y | +226.8% | -5.1% | +231.9% | +199.3% |
| All | +2,004.8% | +214.2% | +1,790.6% | +1,198.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling