+15.0%
UNH vs CAPR
+26.9%
-11.9%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.9% | +2.7% | -1.2% |
| 7D | -3.2% | -10.6% | +7.4% | -3.0% |
| 30D | -3.5% | +111.2% | -114.7% | -4.5% |
| 3M | -4.2% | -67.2% | +63.1% | -3.7% |
| 6M | +38.3% | -75.1% | +113.5% | +39.3% |
| YTD | +19.2% | -71.2% | +90.5% | +19.8% |
| 1Y | +15.0% | +31.1% | -16.2% | +12.7% |
| All | +15.0% | +26.9% | -11.9% | +12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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