+31.4%
UNH vs BX
-15.8%
+47.2%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.7% |
| 7D | +1.1% | -4.4% | +5.4% | +1.8% |
| 30D | -3.8% | +0.1% | -3.9% | -4.0% |
| 3M | +0.7% | +16.0% | -15.3% | -2.9% |
| 6M | +37.9% | +21.6% | +16.2% | +30.4% |
| YTD | +21.9% | -8.9% | +30.8% | +22.2% |
| 1Y | +31.4% | -16.6% | +48.0% | +31.4% |
| All | +31.4% | -15.8% | +47.2% | +31.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BX.
Daily Out/Under-Performance
Portfolio return minus BX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BX 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 1y: compounded portfolio wealth divided by compounded BX 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…
1y analysis · Full analysis span regression · 6 months rolling