+14,836.7%
UNH vs BWA
+3,492.4%
+11,344.3%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.8% | -3.7% | -1.6% |
| 7D | +1.1% | +5.7% | -4.6% | -0.3% |
| 30D | -3.8% | +1.4% | -5.2% | -4.2% |
| 3M | +0.7% | -12.1% | +12.8% | +3.3% |
| 6M | +37.9% | +28.6% | +9.3% | +28.6% |
| YTD | +21.9% | +51.1% | -29.2% | +8.4% |
| 1Y | +31.4% | +55.9% | -24.5% | +15.6% |
| 3Y | -11.4% | +70.1% | -81.5% | -25.7% |
| 5Y | +2.5% | +90.7% | -88.2% | -19.0% |
| 10Y | +242.9% | +154.0% | +88.9% | +138.2% |
| All | +14,836.7% | +3,492.4% | +11,344.3% | +5,715.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling