+136,006.1%
UNH vs C
+1,202.3%
+134,803.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.9% |
| 7D | +1.1% | +3.6% | -2.6% | +0.2% |
| 30D | -3.8% | +0.1% | -3.8% | -3.8% |
| 3M | +0.7% | +2.4% | -1.7% | -0.1% |
| 6M | +37.9% | +24.9% | +12.9% | +30.0% |
| YTD | +21.9% | +19.8% | +2.1% | +15.8% |
| 1Y | +31.4% | +44.9% | -13.5% | +19.0% |
| 3Y | -11.4% | +263.0% | -274.4% | -37.2% |
| 5Y | +2.5% | +129.5% | -127.0% | -20.1% |
| 10Y | +242.9% | +291.6% | -48.7% | +125.5% |
| All | +136,006.1% | +1,202.3% | +134,803.7% | +23,027.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling