+139,595.9%
UNH vs C
+1,062.6%
+138,533.3%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.6% | +1.8% |
| 7D | +0.2% | -0.4% | +0.5% | +0.3% |
| 30D | +6.8% | -5.2% | +12.0% | +8.1% |
| 3M | -0.3% | -9.1% | +8.8% | +1.9% |
| 6M | +7.9% | -1.6% | +9.5% | +7.8% |
| YTD | +25.1% | +6.9% | +18.2% | +22.0% |
| 1Y | +29.3% | +23.0% | +6.4% | +21.8% |
| 3Y | -20.3% | +216.1% | -236.4% | -41.6% |
| 5Y | -3.6% | +112.2% | -115.8% | -23.5% |
| 10Y | +227.5% | +208.8% | +18.7% | +127.5% |
| All | +139,595.9% | +1,062.6% | +138,533.3% | +24,257.5% |
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