-13.2%
UNH vs BWA
+67.1%
-80.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.5% | -0.4% | -1.9% |
| 7D | -1.7% | +0.1% | -1.8% | -1.7% |
| 30D | -3.8% | -5.6% | +1.7% | -3.6% |
| 3M | -4.3% | -10.7% | +6.4% | -3.9% |
| 6M | +38.6% | +23.2% | +15.4% | +37.0% |
| YTD | +20.7% | +46.0% | -25.3% | +17.9% |
| 1Y | +16.0% | +51.2% | -35.2% | +13.0% |
| All | -13.2% | +67.1% | -80.4% | -14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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