+27.0%
UNH vs C
+27.1%
-0.1%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.7% | -0.4% | +1.0% |
| 7D | +0.6% | +1.1% | -0.5% | +0.4% |
| 30D | +8.1% | -2.4% | +10.6% | +8.5% |
| 3M | +1.1% | -8.4% | +9.4% | +2.4% |
| 6M | +11.7% | +0.3% | +11.4% | +11.1% |
| YTD | +26.5% | +9.1% | +17.4% | +20.8% |
| 1Y | +27.0% | +26.0% | +1.0% | +8.4% |
| All | +27.0% | +27.1% | -0.1% | +8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 C 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