+5.3%
UNH vs C
+128.9%
-123.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.6% | +1.0% |
| 7D | +1.1% | +3.2% | -2.0% | +0.6% |
| 30D | -1.5% | +1.3% | -2.8% | -1.7% |
| 3M | -0.8% | +3.1% | -4.0% | -1.5% |
| 6M | +41.8% | +29.6% | +12.2% | +35.4% |
| YTD | +23.1% | +19.0% | +4.1% | +18.9% |
| 1Y | +28.5% | +45.6% | -17.1% | +20.1% |
| 3Y | -11.8% | +269.3% | -281.0% | -31.2% |
| 5Y | +5.3% | +131.6% | -126.2% | -9.8% |
| All | +5.3% | +128.9% | -123.5% | -9.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling