+228.4%
UNH vs CAH
+294.8%
-66.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.8% | -2.2% |
| 7D | -4.5% | -5.1% | +0.6% | -3.0% |
| 30D | -6.5% | +0.2% | -6.7% | -6.6% |
| 3M | -6.0% | +6.3% | -12.3% | -7.8% |
| 6M | +33.7% | +9.4% | +24.3% | +29.5% |
| YTD | +16.4% | +15.0% | +1.4% | +10.3% |
| 1Y | +10.1% | +55.4% | -45.4% | -6.4% |
| 3Y | -16.3% | +173.8% | -190.1% | -42.8% |
| 5Y | +2.1% | +395.2% | -393.1% | -44.4% |
| All | +228.4% | +294.8% | -66.5% | +74.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CAH.
Daily Out/Under-Performance
Portfolio return minus CAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAH 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 10y: compounded portfolio wealth divided by compounded CAH 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…
10y analysis · Full analysis span regression · 6 months rolling