+1,950.7%
UNH vs BUD
+201.1%
+1,749.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -1.0% |
| 7D | +1.1% | +0.3% | +0.8% | +1.0% |
| 30D | -3.8% | -5.7% | +1.9% | -2.2% |
| 3M | +0.7% | +3.1% | -2.4% | -0.3% |
| 6M | +37.9% | +7.9% | +30.0% | +34.1% |
| YTD | +21.9% | +27.3% | -5.4% | +12.7% |
| 1Y | +31.4% | +37.8% | -6.4% | +18.5% |
| 3Y | -11.4% | +49.8% | -61.2% | -23.3% |
| 5Y | +2.5% | +43.8% | -41.3% | -12.1% |
| 10Y | +242.9% | -22.6% | +265.5% | +237.9% |
| All | +1,950.7% | +201.1% | +1,749.6% | +1,182.8% |
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